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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,514 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $9,382 |
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 | $54,469 | $58,655-7.1% | $91,989-40.8% | $65,185-16.4% |
| Participation rate | 75.0% | 75.3%-0.3pp | 78.6%-3.6pp | 70.2%+4.8pp |
| Annual return | 25.21% | 33.92%-8.7pp | 69.02%-43.8pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,151 | $2,080+3.4% | $3,452-37.7% | $2,177-1.2% |
| Participant deferral / active EE | $3,018 | $5,474-44.9% | $5,923-49.0% | $3,514-14.1% |
| Admin fee / account holder | $261 | $434-39.9% | $7,743-96.6% | $847-69.2% |