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 FUNDS3 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $104,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,897 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,883 | $73,360+6.2% | $177,989-56.2% | $74,495+4.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 20.52% | 17.49%+3.0pp | 294.48%-274.0pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $6,381 | $2,216+187.9% | $3,949+61.6% | $2,623+143.3% |
| Participant deferral / active EE | $16,027 | $4,513+255.1% | $6,276+155.4% | $4,346+268.8% |
| Admin fee / account holder | $480 | $1,808-73.4% | $10,363-95.4% | $1,942-75.3% |