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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,329 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,375 | $93,182-15.9% | $146,665-46.6% | $79,386-1.3% |
| Participation rate | 80.1% | 76.4%+3.7pp | 80.1%0pp | 70.7%+9.4pp |
| Annual return | 21.31% | 21.61%-0.3pp | 22.74%-1.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,183 | $4,169-23.6% | $5,506-42.2% | $4,046-21.3% |
| Admin fee / account holder | $21 | $585-96.3% | $10,280-99.8% | $626-96.6% |