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 8-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 GROUP Service code 15 · EIN 95-6817943 PO BOX 6007 · INDIANAPOLIS, IN 460329181 | Recordkeeping | $13,861 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,397 | $49,922-75.2% | $80,569-84.6% | $75,163-83.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.24% | 34.69%-16.4pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,507 | $1,698+165.4% | $2,723+65.5% | $2,670+68.8% |
| Participant deferral / active EE | $5,377 | $2,990+79.8% | $4,447+20.9% | $4,125+30.4% |
| Admin fee / account holder | $89 | $3,577-97.5% | $5,377-98.3% | $5,651-98.4% |