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 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,275 |
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 | $19,993 | $47,977-58.3% | $154,107-87.0% | $56,287-64.5% |
| Participation rate | 69.3% | 66.2%+3.2pp | 83.0%-13.7pp | 69.9%-0.5pp |
| Annual return | -3.65% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $951 | $2,169-56.2% | $5,298-82.1% | $2,111-55.0% |
| Participant deferral / active EE | $1,100 | $2,392-54.0% | $5,081-78.3% | $3,350-67.2% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |