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 LLC3 years Service code 64 121 E NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping Fees | $49,782 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $36,824 |
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 | $35,737 | $62,928-43.2% | $172,739-79.3% | $67,579-47.1% |
| Participation rate | 52.8% | 64.5%-11.7pp | 82.6%-29.9pp | 71.3%-18.5pp |
| Annual return | 21.98% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $950 | $1,636-42.0% | $5,143-81.5% | $2,148-55.8% |
| Participant deferral / active EE | $2,098 | $2,145-2.2% | $5,198-59.6% | $3,539-40.7% |
| Admin fee / account holder | $267 | $167+60.4% | $13,954-98.1% | $142+87.9% |