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 GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,387 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,631 | $65,061-56.0% | $143,757-80.1% | $66,914-57.2% |
| Participation rate | 77.8% | 65.2%+12.6pp | 80.3%-2.5pp | 69.8%+8.0pp |
| Annual return | -17.03% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,520 | $2,361+6.8% | $4,951-49.1% | $2,544-0.9% |
| Participant deferral / active EE | $3,353 | $2,919+14.9% | $5,637-40.5% | $4,237-20.9% |
| Admin fee / account holder | $109 | $502-78.4% | $14,673-99.3% | $593-81.7% |