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 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,280 | $47,922-3.4% | $75,886-39.0% | $65,185-29.0% |
| Participation rate | 31.2% | 63.0%-31.8pp | 69.3%-38.1pp | 70.2%-39.0pp |
| Annual return | 22.65% | 24.12%-1.5pp | 30.76%-8.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,185 | $2,550-53.5% | $3,603-67.1% | $3,514-66.3% |
| Admin fee / account holder | $43 | $532-92.0% | $5,418-99.2% | $847-95.0% |