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 |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $2,925 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 15 · EIN 82-4555287 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,954 | $34,934-65.8% | $56,411-78.8% | $74,495-84.0% |
| Participation rate | 64.9% | 32.8%+32.1pp | 52.5%+12.4pp | 67.2%-2.3pp |
| Annual return | 18.50% | 25.94%-7.4pp | 1701.33%-1682.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $886 | $609+45.4% | $1,039-14.7% | $2,623-66.2% |
| Participant deferral / active EE | $1,228 | $1,170+4.9% | $1,952-37.1% | $4,346-71.7% |
| Admin fee / account holder | $20 | $2,364-99.2% | $2,829-99.3% | $1,942-99.0% |