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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,287 | $85,766+0.6% | $136,294-36.7% | $70,131+23.0% |
| Participation rate | 78.9% | 74.2%+4.8pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,108 | $2,966-28.9% | $4,695-55.1% | $2,342-10.0% |
| Participant deferral / active EE | $7,251 | $5,051+43.5% | $6,247+16.1% | $3,332+117.6% |
| Admin fee / account holder | $15 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |