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 |
|---|---|---|
CNA SURETY1 year Service code 99 P.O. BOX 802876 · CHICAGO, IL 606802876 | Other Fees | $5,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,414 | $46,072+87.6% | $70,014+23.4% | $55,167+56.6% |
| Participation rate | 37.1% | 67.5%-30.3pp | 71.8%-34.7pp | 69.0%-31.9pp |
| Annual return | 8.39% | 8.68%-0.3pp | 12.99%-4.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,037 | $1,500-30.8% | $2,338-55.6% | $1,963-47.1% |
| Participant deferral / active EE | $1,287 | $2,344-45.1% | $2,931-56.1% | $3,054-57.9% |
| Admin fee / account holder | $110 | $428-74.2% | $4,380-97.5% | $504-78.1% |