Filed August 1, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $10,548 |
BENEFIT PLANNING CONSULTANTS2 years Service code 13 · EIN 36-3036100 | Contract Administrator | $682 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,172 | $63,138-31.6% | $96,562-55.3% | - |
| Participation rate | 47.5% | 51.5%-4.0pp | 69.8%-22.3pp | - |
| Annual return | 11.99% | 9.15%+2.8pp | 37.78%-25.8pp | - |
| Employer contribution / active EE | $627 | $927-32.3% | $2,356-73.4% | - |
| Participant deferral / active EE | $1,956 | $2,358-17.0% | $3,849-49.2% | - |
| Admin fee / account holder | $109 | $3,542-96.9% | $6,181-98.2% | - |