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 9-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 | $1,262 |
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 | $55,533 | $63,924-13.1% | $108,579-48.9% | $55,167+0.7% |
| Participation rate | 89.1% | 74.3%+14.8pp | 79.6%+9.6pp | 69.0%+20.1pp |
| Annual return | 8.93% | 15.31%-6.4pp | -51.70%+60.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,111 | $1,879-40.9% | $3,758-70.4% | $1,963-43.4% |
| Participant deferral / active EE | $4,078 | $3,067+33.0% | $4,311-5.4% | $3,054+33.5% |
| Admin fee / account holder | $9 | $618-98.5% | $7,645-99.9% | $504-98.1% |