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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS3 years Service code 13 · EIN 36-3036100 PO BOX 7500 · CHAMPAIGN, IL 61826 | Contract Administrator | $300 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,996 | $49,451-25.2% | $79,550-53.5% | $66,914-44.7% |
| Participation rate | 40.8% | 61.3%-20.5pp | 69.5%-28.7pp | 69.8%-29.0pp |
| Annual return | -17.40% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $865 | $1,266-31.6% | $2,413-64.1% | $2,544-66.0% |
| Participant deferral / active EE | $2,266 | $3,159-28.2% | $3,985-43.1% | $4,237-46.5% |
| Admin fee / account holder | $10 | $595-98.4% | $6,832-99.9% | $593-98.4% |