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 25 · EIN 95-1411037 | Directed Trustee | $1,138 |
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 | $79,072 | $77,813+1.6% | $123,544-36.0% | $64,186+23.2% |
| Participation rate | 83.1% | 74.7%+8.3pp | 82.3%+0.8pp | 69.6%+13.5pp |
| Annual return | -3.63% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,021 | $3,014-32.9% | $4,628-56.3% | $2,381-15.1% |
| Participant deferral / active EE | $7,312 | $5,240+39.5% | $6,426+13.8% | $3,470+110.7% |
| Admin fee / account holder | $11 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |