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 10-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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $225 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,200 | $99,957-41.8% | $149,696-61.1% | $73,488-20.8% |
| Participation rate | 87.2% | 75.7%+11.5pp | 82.5%+4.7pp | 70.7%+16.5pp |
| Annual return | 52.84% | 53.87%-1.0pp | 276.60%-223.8pp | 28.51%+24.3pp |
| Employer contribution / active EE | $2,217 | $3,191-30.5% | $4,644-52.3% | $2,270-2.3% |
| Participant deferral / active EE | $4,413 | $6,073-27.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $10 | $551-98.3% | $9,309-99.9% | $513-98.1% |