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 |
|---|---|---|
Service code 27 4800 DEER LAKE DRIVE E · JACKSONVILLE, FL 32246 | Advisory (Plan) | $5,286 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,058 |
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 | $35,730 | $65,376-45.3% | $87,100-59.0% | $65,185-45.2% |
| Participation rate | 91.6% | 75.3%+16.2pp | 76.9%+14.7pp | 70.2%+21.4pp |
| Annual return | 18.47% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $855 | $1,822-53.1% | $2,521-66.1% | $2,177-60.7% |
| Participant deferral / active EE | $2,002 | $3,388-40.9% | $4,049-50.5% | $3,514-43.0% |
| Admin fee / account holder | $37 | $520-92.9% | $7,497-99.5% | $847-95.6% |