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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,810 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,801 | $111,608-44.6% | $177,821-65.2% | $73,409-15.8% |
| Participation rate | 94.5% | 87.9%+6.7pp | 87.7%+6.8pp | 72.2%+22.4pp |
| Annual return | -9.11% | 18.23%-27.3pp | 48.32%-57.4pp | 59.29%-68.4pp |
| Employer contribution / active EE | $3,939 | $3,796+3.8% | $5,918-33.4% | $2,234+76.4% |
| Participant deferral / active EE | $2,741 | $6,199-55.8% | $7,714-64.5% | $3,805-28.0% |
| Admin fee / account holder | $14 | $166-91.6% | $12,427-99.9% | $158-91.2% |