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 | $115,885 |
AMERICAN FUNDS2+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $23,591 |
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 | $15,913 | $120,450-86.8% | $159,436-90.0% | $93,030-82.9% |
| Participation rate | 80.9% | 78.0%+2.9pp | 82.8%-1.9pp | 73.9%+7.0pp |
| Annual return | 16.86% | 27.11%-10.2pp | 263.57%-246.7pp | 158.70%-141.8pp |
| Employer contribution / active EE | $2,562 | $3,526-27.3% | $4,829-47.0% | $2,706-5.3% |
| Participant deferral / active EE | $2,168 | $7,283-70.2% | $7,352-70.5% | $4,562-52.5% |
| Admin fee / account holder | $123 | $137-9.7% | $10,799-98.9% | $152-18.6% |