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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,575 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,123 | $44,960-17.4% | $84,966-56.3% | $74,495-50.2% |
| Participation rate | 71.0% | 49.4%+21.6pp | 67.5%+3.5pp | 67.2%+3.8pp |
| Annual return | 13.33% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,370 | $1,457+62.6% | $2,727-13.1% | $2,623-9.7% |
| Participant deferral / active EE | $3,652 | $2,731+33.7% | $4,519-19.2% | $4,346-16.0% |
| Admin fee / account holder | $11 | $2,209-99.5% | $6,149-99.8% | $1,942-99.4% |