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 7-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 GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $26,804 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,933 | $49,915-16.0% | $154,803-72.9% | $74,304-43.6% |
| Participation rate | 74.6% | 54.0%+20.7pp | 78.1%-3.4pp | 60.3%+14.3pp |
| Annual return | 18.98% | 34.06%-15.1pp | 58.88%-39.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $2,240 | $1,611+39.0% | $4,305-48.0% | $2,241-0.1% |
| Participant deferral / active EE | $4,499 | $2,255+99.6% | $5,540-18.8% | $3,767+19.4% |
| Admin fee / account holder | $165 | $2,189-92.4% | $14,329-98.8% | $2,969-94.4% |