Filed December 13, 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 |
|---|---|---|
Service code 13 · EIN 06-1456310 | Contract Administrator | $3,625 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $1,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,609 | $47,977-19.5% | $154,107-74.9% | $56,287-31.4% |
| Participation rate | 82.4% | 66.2%+16.2pp | 83.0%-0.6pp | 69.9%+12.6pp |
| Annual return | -3.70% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $940 | $2,169-56.7% | $5,298-82.3% | $2,111-55.5% |
| Participant deferral / active EE | $2,324 | $2,392-2.8% | $5,081-54.3% | $3,350-30.6% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |