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 FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,487 | $56,972-74.6% | $182,532-92.1% | $65,185-77.8% |
| Participation rate | 58.3% | 66.5%-8.2pp | 78.0%-19.6pp | 70.2%-11.9pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,051 | $1,615-34.9% | $4,076-74.2% | $2,177-51.7% |
| Participant deferral / active EE | $2,034 | $3,526-42.3% | $5,524-63.2% | $3,514-42.1% |
| Admin fee / account holder | $18 | $528-96.6% | $8,592-99.8% | $847-97.9% |