Filed January 18, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
GERBER LLC1 year Service code 27 121 E NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $22,809 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $16,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,824 | $46,173-37.6% | $170,442-83.1% | $69,631-58.6% |
| Participation rate | 66.0% | 63.9%+2.1pp | 83.6%-17.6pp | 70.7%-4.6pp |
| Annual return | 18.69% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $995 | $1,610-38.2% | $5,433-81.7% | $2,032-51.0% |
| Participant deferral / active EE | $1,867 | $2,080-10.3% | $4,939-62.2% | $3,224-42.1% |
| Admin fee / account holder | $111 | $116-4.1% | $13,880-99.2% | $110+0.7% |