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 Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,110 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $8,931 |
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 | $106,192 | $49,915+112.7% | $154,803-31.4% | $74,304+42.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 21.69% | 34.06%-12.4pp | 58.88%-37.2pp | 29.43%-7.7pp |
| Employer contribution / active EE | $3,940 | $1,611+144.5% | $4,305-8.5% | $2,241+75.8% |
| Participant deferral / active EE | $5,608 | $2,255+148.7% | $5,540+1.2% | $3,767+48.9% |
| Admin fee / account holder | $139 | $2,189-93.6% | $14,329-99.0% | $2,969-95.3% |