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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,561 |
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 | $16,099 | $52,208-69.2% | $86,612-81.4% | $74,419-78.4% |
| Participation rate | 93.1% | 66.3%+26.8pp | 71.7%+21.4pp | 70.7%+22.4pp |
| Annual return | 27.34% | 44.46%-17.1pp | 591.07%-563.7pp | 34.38%-7.0pp |
| Employer contribution / active EE | $1,643 | $2,282-28.0% | $3,022-45.6% | $2,637-37.7% |
| Participant deferral / active EE | $3,999 | $3,383+18.2% | $4,438-9.9% | $4,528-11.7% |
| Admin fee / account holder | $34 | $319-89.2% | $5,614-99.4% | $348-90.1% |