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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.
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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,730 | $54,121-58.0% | $134,143-83.1% | $73,409-69.0% |
| Participation rate | 39.3% | 64.4%-25.0pp | 72.2%-32.8pp | 72.2%-32.8pp |
| Annual return | 12.75% | -312.52%+325.3pp | 36.33%-23.6pp | 59.29%-46.5pp |
| Employer contribution / active EE | $449 | $1,402-68.0% | $3,704-87.9% | $2,234-79.9% |
| Participant deferral / active EE | $764 | $2,844-73.1% | $3,499-78.2% | $3,805-79.9% |
| Admin fee / account holder | $16 | $132-88.2% | $6,684-99.8% | $158-90.1% |