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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,948 |
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 | $68,669 | $52,639+30.5% | $185,117-62.9% | $62,292+10.2% |
| Participation rate | 97.5% | 63.9%+33.6pp | 77.3%+20.2pp | 69.5%+28.0pp |
| Annual return | 17.94% | 19.57%-1.6pp | 40.50%-22.6pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,838 | $1,483+24.0% | $4,182-56.0% | $2,042-10.0% |
| Participant deferral / active EE | $3,313 | $3,097+7.0% | $5,045-34.3% | $3,169+4.5% |
| Admin fee / account holder | $5 | $374-98.7% | $8,159-99.9% | $479-99.0% |