See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 PO BOX 6040 · INDIANAPOLIS, ID 46206 | Recordkeeping | $0 |
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 | $21,717 | $39,245-44.7% | $64,105-66.1% | $52,331-58.5% |
| Participation rate | 82.1% | 58.2%+23.8pp | 68.2%+13.9pp | 68.1%+13.9pp |
| Annual return | -2.18% | 14.79%-17.0pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,484 | $1,992+24.7% | $2,822-12.0% | $3,022-17.8% |
| Admin fee / account holder | $5 | $592-99.2% | $4,499-99.9% | $592-99.2% |