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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,275 |
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 | $25,940 | $51,620-49.7% | $90,281-71.3% | $65,185-60.2% |
| Participation rate | 90.3% | 68.6%+21.6pp | 73.3%+17.0pp | 70.2%+20.1pp |
| Annual return | 20.56% | 24.94%-4.4pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $3,389 | $2,235+51.7% | $2,854+18.7% | $2,177+55.7% |
| Participant deferral / active EE | $1,564 | $2,871-45.5% | $3,885-59.7% | $3,514-55.5% |
| Admin fee / account holder | $4 | $384-98.9% | $5,351-99.9% | $847-99.5% |