Filed April 16, 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 26 · EIN 42-1445429 | Advisory (Participants) | $10,861 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 37 · EIN 95-1411037 | Loan Processing | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,214 | $63,745-57.3% | $98,442-72.4% | $79,386-65.7% |
| Participation rate | 49.6% | 69.9%-20.3pp | 73.3%-23.7pp | 70.7%-21.1pp |
| Annual return | 13.47% | 625.80%-612.3pp | 1492.73%-1479.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $635 | $2,557-75.2% | $2,960-78.5% | $2,427-73.8% |
| Participant deferral / active EE | $1,002 | $3,303-69.7% | $4,276-76.6% | $4,046-75.2% |
| Admin fee / account holder | $150 | $516-71.0% | $5,949-97.5% | $626-76.1% |