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+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $1,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,557 | $46,732-0.4% | $156,549-70.3% | $55,167-15.6% |
| Participation rate | 52.0% | 65.8%-13.8pp | 84.0%-32.0pp | 69.0%-17.0pp |
| Annual return | 7.66% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $428 | $2,105-79.7% | $5,501-92.2% | $1,963-78.2% |
| Participant deferral / active EE | $2,092 | $2,204-5.1% | $4,871-57.1% | $3,054-31.5% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.0% |