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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 FUNDS2+ years Filed as: CAPITAL ONE NA Service code 27 · EIN 72-0210640 | Advisory (Plan) | $14,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,999 | $81,537-36.2% | $149,718-65.3% | $69,631-25.3% |
| Participation rate | 58.5% | 86.1%-27.6pp | 87.1%-28.6pp | 70.7%-12.2pp |
| Annual return | 17.58% | 22.79%-5.2pp | 1501.63%-1484.1pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,640 | $4,994-7.1% | $6,569-29.4% | $3,224+43.9% |
| Admin fee / account holder | $50 | $107-53.0% | $11,283-99.6% | $110-54.6% |