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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 133 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,522 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,328 | $46,173-69.0% | $170,442-91.6% | $69,631-79.4% |
| Participation rate | 91.2% | 63.9%+27.3pp | 83.6%+7.6pp | 70.7%+20.5pp |
| Annual return | 19.26% | 21.62%-2.4pp | 205.93%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $222 | $1,610-86.2% | $5,433-95.9% | $2,032-89.1% |
| Participant deferral / active EE | $1,009 | $2,080-51.5% | $4,939-79.6% | $3,224-68.7% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |