Filed June 1, 2026 (most recent of 3 filings on file)
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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.
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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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $41,415 |
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 | $77,576 | $88,515-12.4% | $162,163-52.2% | $67,579+14.8% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.3pp | 71.3%+27.6pp |
| Annual return | 22.18% | 27.04%-4.9pp | 115.59%-93.4pp | 378.56%-356.4pp |
| Employer contribution / active EE | $3,656 | $3,563+2.6% | $5,614-34.9% | $2,148+70.2% |
| Participant deferral / active EE | $3,746 | $5,724-34.6% | $7,298-48.7% | $3,539+5.8% |
| Admin fee / account holder | $69 | $124-43.9% | $10,843-99.4% | $142-51.2% |