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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,950 |
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 | $21,235 | $65,908-67.8% | $81,812-74.0% | $77,643-72.6% |
| Participation rate | 97.4% | 65.8%+31.6pp | 72.3%+25.1pp | 70.6%+26.9pp |
| Annual return | 18.47% | 26.64%-8.2pp | 773.79%-755.3pp | 31.24%-12.8pp |
| Employer contribution / active EE | $2,459 | $2,370+3.8% | $2,912-15.6% | $2,726-9.8% |
| Participant deferral / active EE | $5,179 | $3,505+47.7% | $4,319+19.9% | $4,647+11.4% |
| Admin fee / account holder | $33 | $526-93.7% | $7,386-99.6% | $430-92.3% |