Filed September 12, 2019 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE9 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $8,978 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,971 | $67,984+55.9% | $65,493+61.8% | $74,304+42.6% |
| Participation rate | 81.5% | 66.3%+15.1pp | 73.1%+8.4pp | 60.3%+21.1pp |
| Annual return | 16.33% | 19.87%-3.5pp | 982.45%-966.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,517 | $2,491+81.3% | $2,574+75.5% | $2,241+101.5% |
| Participant deferral / active EE | $6,914 | $3,346+106.6% | $3,961+74.5% | $3,767+83.5% |
| Admin fee / account holder | $53 | $1,373-96.1% | $5,028-98.9% | $2,969-98.2% |