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 LLC4 years Service code 27 121 E NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $43,265 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,350 |
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 | $42,784 | $52,293-18.2% | $178,490-76.0% | $73,409-41.7% |
| Participation rate | 48.4% | 65.3%-16.9pp | 81.9%-33.5pp | 72.2%-23.8pp |
| Annual return | 20.19% | 34.75%-14.6pp | 151.07%-130.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $909 | $1,735-47.6% | $5,011-81.9% | $2,234-59.3% |
| Participant deferral / active EE | $1,968 | $2,332-15.6% | $5,202-62.2% | $3,805-48.3% |
| Admin fee / account holder | $222 | $127+74.1% | $13,984-98.4% | $158+40.4% |