Filed February 21, 2018
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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,934 | $70,667-47.7% | $123,104-70.0% | $52,331-29.4% |
| Participation rate | 57.9% | 83.7%-25.8pp | 86.8%-28.9pp | 68.1%-10.2pp |
| Annual return | -1.16% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,203 | $2,946-59.2% | $5,151-76.6% | $1,882-36.1% |
| Participant deferral / active EE | $1,659 | $4,493-63.1% | $6,230-73.4% | $3,022-45.1% |
| Admin fee / account holder | $34 | $506-93.2% | $9,015-99.6% | $592-94.2% |