Filed November 21, 2023
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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,504 | $37,117+41.5% | $147,614-64.4% | $55,191-4.9% |
| Participation rate | 22.9% | 63.6%-40.7pp | 84.6%-61.7pp | 69.2%-46.3pp |
| Annual return | 0.05% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $202 | $1,620-87.6% | $5,564-96.4% | $1,899-89.4% |
| Participant deferral / active EE | $1,033 | $1,985-48.0% | $4,895-78.9% | $3,046-66.1% |
| Admin fee / account holder | $15 | $86-82.8% | $11,611-99.9% | $91-83.8% |