Filed April 4, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,098 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,249 | $50,643+192.7% | $106,619+39.0% | $55,167+168.7% |
| Participation rate | 97.2% | 65.6%+31.7pp | 78.0%+19.3pp | 69.0%+28.3pp |
| Annual return | 10.09% | 7.02%+3.1pp | 9.42%+0.7pp | 169.23%-159.1pp |
| Employer contribution / active EE | $6,027 | $1,626+270.7% | $3,947+52.7% | $1,963+207.1% |
| Participant deferral / active EE | $3,038 | $2,208+37.6% | $3,930-22.7% | $3,054-0.5% |
| Admin fee / account holder | $19 | $488-96.1% | $6,418-99.7% | $504-96.2% |