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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.
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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 year Filed as: CAPITAL RESEARCH & MGMT CO Service code 15 · EIN 95-6817943 P O BOX 6007 · INDIANAPOLIS, IN 462066007 | Recordkeeping | $2,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,374 | $55,453-41.6% | $170,442-81.0% | $62,292-48.0% |
| Participation rate | 62.4% | 66.4%-4.0pp | 83.6%-21.2pp | 69.5%-7.1pp |
| Annual return | 21.44% | 21.38%+0.1pp | 205.93%-184.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $832 | $2,164-61.5% | $5,433-84.7% | $2,042-59.2% |
| Participant deferral / active EE | $2,461 | $2,303+6.9% | $4,939-50.2% | $3,169-22.3% |
| Admin fee / account holder | $35 | $455-92.3% | $13,880-99.7% | $479-92.7% |