Filed June 1, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $39,861 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,511 | $80,005-18.1% | $140,016-53.2% | $55,725+17.6% |
| Participation rate | 98.4% | 87.0%+11.4pp | 87.5%+10.9pp | 70.9%+27.6pp |
| Annual return | -3.29% | 0.46%-3.7pp | 651.12%-654.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,389 | $3,403-0.4% | $5,606-39.6% | $2,078+63.1% |
| Participant deferral / active EE | $3,354 | $5,264-36.3% | $6,927-51.6% | $3,3560% |
| Admin fee / account holder | $70 | $116-39.4% | $10,705-99.3% | $115-39.2% |