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 | $881 |
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 | $51,270 | $80,753-36.5% | $136,294-62.4% | $62,292-17.7% |
| Participation rate | 73.0% | 73.5%-0.5pp | 81.9%-8.9pp | 69.5%+3.5pp |
| Annual return | 20.67% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $2,440 | $2,884-15.4% | $4,695-48.0% | $2,042+19.5% |
| Participant deferral / active EE | $5,299 | $5,164+2.6% | $6,247-15.2% | $3,169+67.2% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |