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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,383 |
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 | $0 | $282,106-100.0% | $172,739-100.0% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 5.00% | 12.00%-7.0pp | 802.84%-797.8pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,143-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $0 | $24,081-100.0% | $13,954-100.0% | - |