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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,076 |
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 | $33,351 | $60,165-44.6% | $74,183-55.0% | $55,167-39.5% |
| Participation rate | 98.2% | 74.2%+24.1pp | 76.6%+21.6pp | 69.0%+29.3pp |
| Annual return | 8.95% | 10.00%-1.0pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,367 | $1,600-14.5% | $2,370-42.3% | $1,963-30.3% |
| Participant deferral / active EE | $2,580 | $2,973-13.2% | $3,550-27.3% | $3,054-15.5% |
| Admin fee / account holder | $11 | $419-97.5% | $5,586-99.8% | $504-97.9% |