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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,700 |
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 | $60,311 | $89,652-32.7% | $141,162-57.3% | $65,185-7.5% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.5%-9.5pp | 70.2%+2.8pp |
| Annual return | 22.36% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,216 | $3,065-27.7% | $4,735-53.2% | $2,177+1.8% |
| Participant deferral / active EE | $5,017 | $5,691-11.8% | $6,709-25.2% | $3,514+42.8% |
| Admin fee / account holder | $10 | $569-98.3% | $10,261-99.9% | $847-98.9% |