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 |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $3,400 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,999 | $59,054-72.9% | $97,226-83.5% | $77,643-79.4% |
| Participation rate | 58.3% | 67.9%-9.6pp | 72.7%-14.4pp | 70.6%-12.2pp |
| Annual return | 18.01% | 16.96%+1.0pp | 75.13%-57.1pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,447 | $1,742-16.9% | $2,729-47.0% | $2,726-46.9% |
| Participant deferral / active EE | $1,631 | $3,930-58.5% | $4,264-61.8% | $4,647-64.9% |
| Admin fee / account holder | $19 | $346-94.4% | $5,654-99.7% | $430-95.5% |