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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,250 |
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 | $16,980 | $46,173-63.2% | $170,442-90.0% | $69,631-75.6% |
| Participation rate | 51.0% | 63.9%-12.9pp | 83.6%-32.6pp | 70.7%-19.7pp |
| Annual return | 19.88% | 21.62%-1.7pp | 205.93%-186.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $285 | $1,610-82.3% | $5,433-94.8% | $2,032-86.0% |
| Participant deferral / active EE | $805 | $2,080-61.3% | $4,939-83.7% | $3,224-75.0% |
| Admin fee / account holder | $4 | $116-96.2% | $13,880-100.0% | $110-96.0% |