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 | $1,075 |
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 | $101,959 | $98,750+3.3% | $149,696-31.9% | $79,858+27.7% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.2pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,734 | $3,216-46.1% | $4,644-62.7% | $2,471-29.8% |
| Participant deferral / active EE | $7,137 | $5,680+25.6% | $6,842+4.3% | $3,740+90.8% |
| Admin fee / account holder | $9 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |