Filed May 7, 2020 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $37,007 |
AMERICAN FUNDS3+ years Filed as: CAPITAL ONE N A Service code 27 · EIN 72-6122740 | Advisory (Plan) | $6,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,256 | $25,165+48.0% | $73,545-49.3% | $77,958-52.2% |
| Participation rate | 20.1% | 36.6%-16.6pp | 54.9%-34.9pp | 71.6%-51.6pp |
| Annual return | 15.86% | 18.12%-2.3pp | -15.16%+31.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $76 | $395-80.8% | $1,219-93.8% | $2,310-96.7% |
| Participant deferral / active EE | $497 | $898-44.7% | $1,806-72.5% | $3,537-86.0% |
| Admin fee / account holder | $140 | $76+84.3% | $2,320-94.0% | $97+43.4% |