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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,135 |
Employer 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 | $57,465 | $70,908-19.0% | $98,907-41.9% | $73,488-21.8% |
| Participation rate | 95.3% | 73.8%+21.5pp | 76.0%+19.2pp | 70.7%+24.6pp |
| Annual return | 16.00% | 34.17%-18.2pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,595 | $3,500+31.3% | $4,244+8.3% | $3,740+22.9% |
| Admin fee / account holder | $12 | $535-97.8% | $6,642-99.8% | $513-97.7% |