Filed July 20, 2017
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 8-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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP7 years Filed as: THE PENSION SERVICE Service code 13 PO BOX 478 · NORTH HAVEN, CT 06473 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,666 | $50,815+13.5% | $155,509-62.9% | $77,643-25.7% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 15.56% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $797 | $1,993-60.0% | $4,672-82.9% | $2,726-70.8% |
| Participant deferral / active EE | $1,111 | $2,822-60.6% | $5,626-80.3% | $4,647-76.1% |
| Admin fee / account holder | $195 | $437-55.4% | $15,912-98.8% | $430-54.7% |