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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $52,921 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,092 |
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 | $102,603 | $79,519+29.0% | $95,952+6.9% | $73,409+39.8% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 16.90% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,439 | $2,048+67.9% | $2,541+35.3% | $2,234+54.0% |
| Participant deferral / active EE | $5,993 | $4,138+44.8% | $4,167+43.8% | $3,805+57.5% |
| Admin fee / account holder | $155 | $184-15.8% | $6,795-97.7% | $158-1.7% |