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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,250 |
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 | $60,697 | $50,898+19.3% | $171,082-64.5% | $55,167+10.0% |
| Participation rate | 96.4% | 63.3%+33.1pp | 76.7%+19.7pp | 69.0%+27.4pp |
| Annual return | 6.97% | 15.34%-8.4pp | 32.56%-25.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,811 | $1,433+26.3% | $4,002-54.8% | $1,963-7.7% |
| Participant deferral / active EE | $3,245 | $2,994+8.4% | $4,797-32.4% | $3,054+6.3% |
| Admin fee / account holder | $3 | $500-99.3% | $8,520-100.0% | $504-99.4% |