Filed November 21, 2019
Total covered: 8 employees
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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,149 | $36,916-59.0% | $156,549-90.3% | $57,658-73.7% |
| Participation rate | 51.9% | 63.4%-11.6pp | 84.0%-32.1pp | 70.2%-18.4pp |
| Annual return | 6.95% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $267 | $1,571-83.0% | $5,501-95.1% | $1,974-86.5% |
| Participant deferral / active EE | $739 | $1,926-61.6% | $4,871-84.8% | $3,061-75.9% |
| Admin fee / account holder | $5 | $82-94.4% | $13,027-100.0% | $95-95.1% |