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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,728 | $58,879-52.9% | $178,490-84.5% | $73,488-62.3% |
| Participation rate | 67.2% | 66.2%+1.0pp | 81.9%-14.7pp | 70.7%-3.5pp |
| Annual return | 15.09% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,224 | $2,236-45.3% | $5,011-75.6% | $2,270-46.1% |
| Participant deferral / active EE | $1,478 | $2,567-42.4% | $5,202-71.6% | $3,740-60.5% |
| Admin fee / account holder | $9 | $400-97.6% | $13,984-99.9% | $513-98.2% |