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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,924 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $18 |
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 | $152,905 | $54,368+181.2% | $117,039+30.6% | $62,292+145.5% |
| Participation rate | 98.3% | 64.9%+33.3pp | 77.2%+21.1pp | 69.5%+28.8pp |
| Annual return | 16.38% | 21.77%-5.4pp | 18.95%-2.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $5,838 | $1,692+245.1% | $3,785+54.3% | $2,042+185.9% |
| Participant deferral / active EE | $3,151 | $2,269+38.9% | $3,929-19.8% | $3,169-0.6% |
| Admin fee / account holder | $19 | $493-96.1% | $5,974-99.7% | $479-96.0% |