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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.
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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 FUNDS2 years Service code 15 · EIN 95-6817943 | Recordkeeping | $300 |
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 | $19,054 | $47,977-60.3% | $154,107-87.6% | $56,287-66.1% |
| Participation rate | 73.1% | 66.2%+6.9pp | 83.0%-10.0pp | 69.9%+3.2pp |
| Annual return | -5.93% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,561 | $2,169-28.0% | $5,298-70.5% | $2,111-26.1% |
| Participant deferral / active EE | $1,871 | $2,392-21.8% | $5,081-63.2% | $3,350-44.2% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.6% |