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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,880 |
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 | $50,078 | $100,041-49.9% | $149,718-66.6% | $70,131-28.6% |
| Participation rate | 63.4% | 83.6%-20.1pp | 87.1%-23.6pp | 69.5%-6.1pp |
| Annual return | 19.96% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,464 | $3,662-60.0% | $5,445-73.1% | $2,342-37.5% |
| Participant deferral / active EE | $2,182 | $4,983-56.2% | $6,569-66.8% | $3,332-34.5% |
| Admin fee / account holder | $23 | $8,286-99.7% | $11,283-99.8% | $4,645-99.5% |