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 FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELESE, CA 90071 | Recordkeeping Fees | $1,325 |
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 | $27,789 | $62,928-55.8% | $172,739-83.9% | $67,579-58.9% |
| Participation rate | 36.8% | 64.5%-27.7pp | 82.6%-45.8pp | 71.3%-34.5pp |
| Annual return | 17.05% | 30.36%-13.3pp | 802.84%-785.8pp | 378.56%-361.5pp |
| Employer contribution / active EE | $639 | $1,636-60.9% | $5,143-87.6% | $2,148-70.2% |
| Participant deferral / active EE | $1,084 | $2,145-49.5% | $5,198-79.1% | $3,539-69.4% |
| Admin fee / account holder | $5 | $167-96.8% | $13,954-100.0% | $142-96.2% |