Filed April 1, 2021
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 6-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 |
|---|---|---|
Service code 13 · EIN 46-4091337 | Contract Administrator | $33,244 |
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $9,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,547 | $127,481-91.7% | $149,696-93.0% | $90,288-88.3% |
| Participation rate | 84.7% | 78.2%+6.5pp | 82.5%+2.3pp | 73.4%+11.4pp |
| Annual return | 0.00% | 57.78%-57.8pp | 276.60%-276.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $1,154 | $3,448-66.5% | $4,644-75.2% | $2,524-54.3% |
| Participant deferral / active EE | $971 | $6,975-86.1% | $6,842-85.8% | $4,232-77.1% |
| Admin fee / account holder | $40 | $152-73.9% | $9,309-99.6% | $114-65.3% |