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 FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,164 | $35,485-51.6% | $74,550-77.0% | $55,725-69.2% |
| Participation rate | 59.3% | 62.5%-3.2pp | 69.1%-9.9pp | 70.9%-11.6pp |
| Annual return | -2.89% | 0.72%-3.6pp | 32.53%-35.4pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1 | $777-99.9% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $978 | $2,181-55.2% | $3,108-68.5% | $3,356-70.9% |
| Admin fee / account holder | $138 | $114+20.4% | $5,060-97.3% | $115+19.5% |