Filed June 28, 2018
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 |
|---|---|---|
Filed as: SIGNATURE ESTATE SECURITIES INC Service code 27 2121 AVE OF THE STARS, STE 1600 · LOS ANGELES, CA 90067 | Advisory (Plan) | $25,677 |
Filed as: CAPTAL GROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,897 |
Service code 13 7639 LEESBURG PIKE · FALLS CHURCH, VA 220432520 | Contract Administrator | $1,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,460 | $101,499-47.3% | $147,005-63.6% | $74,546-28.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 55.77% | 8732.34%-8676.6pp | 418.76%-363.0pp | 1366.03%-1310.3pp |
| Employer contribution / active EE | $4,238 | $3,811+11.2% | $4,934-14.1% | $2,624+61.5% |
| Participant deferral / active EE | $4,799 | $7,304-34.3% | $8,070-40.5% | $4,347+10.4% |
| Admin fee / account holder | $245 | $1,748-86.0% | $13,006-98.1% | $1,944-87.4% |