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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,013 | $36,916+51.7% | $156,549-64.2% | $57,658-2.9% |
| Participation rate | 20.7% | 63.4%-42.8pp | 84.0%-63.4pp | 70.2%-49.6pp |
| Annual return | 7.41% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $378 | $1,571-75.9% | $5,501-93.1% | $1,974-80.8% |
| Participant deferral / active EE | $896 | $1,926-53.5% | $4,871-81.6% | $3,061-70.7% |
| Admin fee / account holder | $17 | $82-79.0% | $13,027-99.9% | $95-81.7% |