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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, CA 462066040 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,816 | $79,694-72.6% | $96,139-77.3% | $79,386-72.5% |
| Participation rate | 5.6% | 54.0%-48.4pp | 68.4%-62.9pp | 70.7%-65.1pp |
| Annual return | 33.63% | 40.84%-7.2pp | 191.94%-158.3pp | 116.85%-83.2pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $351 | $2,539-86.2% | $4,349-91.9% | $4,046-91.3% |
| Admin fee / account holder | $63 | $630-90.1% | $5,537-98.9% | $626-90.0% |