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 8-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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL BANK & TRUST Service code 37 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Loan Processing | $18,776 |
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.
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 | $37,018 | $60,607-38.9% | $189,557-80.5% | $86,799-57.4% |
| Participation rate | 19.8% | 68.9%-49.1pp | 78.4%-58.6pp | 72.3%-52.5pp |
| Annual return | 15.44% | 65.18%-49.7pp | 64.17%-48.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $679 | $3,895-82.6% | $6,174-89.0% | $4,131-83.6% |
| Admin fee / account holder | $224 | $159+40.8% | $9,807-97.7% | $170+31.8% |