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 5-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: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $66,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,774 | $56,638-8.6% | $169,368-69.4% | $74,419-30.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 27.24% | 24.75%+2.5pp | 405.60%-378.4pp | 34.38%-7.1pp |
| Employer contribution / active EE | $5,646 | $2,027+178.6% | $4,013+40.7% | $2,637+114.1% |
| Participant deferral / active EE | $14,651 | $4,223+246.9% | $6,221+135.5% | $4,528+223.5% |
| Admin fee / account holder | $321 | $307+4.7% | $9,003-96.4% | $348-7.7% |