Filed July 15, 2016
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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $738 |
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 | $101,827 | $31,424+224.0% | $81,478+25.0% | $69,631+46.2% |
| Participation rate | 9.1% | 50.8%-41.7pp | 68.0%-58.9pp | 70.7%-61.6pp |
| Annual return | 17.42% | 22.44%-5.0pp | 38.78%-21.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $255 | $1,029-75.2% | $2,568-90.1% | $2,032-87.5% |
| Participant deferral / active EE | $494 | $1,838-73.1% | $3,537-86.0% | $3,224-84.7% |
| Admin fee / account holder | $12 | $103-88.6% | $4,561-99.7% | $110-89.4% |