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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELESE, CA 90071 | Recordkeeping Fees | $1,250 |
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 | $23,610 | $37,196-36.5% | $154,107-84.7% | $55,725-57.6% |
| Participation rate | 35.8% | 64.1%-28.3pp | 83.0%-47.2pp | 70.9%-35.0pp |
| Annual return | -5.52% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $624 | $1,614-61.3% | $5,298-88.2% | $2,078-70.0% |
| Participant deferral / active EE | $1,066 | $2,068-48.5% | $5,081-79.0% | $3,356-68.2% |
| Admin fee / account holder | $6 | $102-94.5% | $13,411-100.0% | $115-95.1% |