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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,719 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,076 | $43,423-39.9% | $78,689-66.9% | $55,167-52.7% |
| Participation rate | 77.7% | 68.0%+9.6pp | 73.6%+4.1pp | 69.0%+8.7pp |
| Annual return | 6.33% | 11.53%-5.2pp | 62.18%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,837 | $1,997-8.0% | $2,851-35.6% | $1,963-6.4% |
| Participant deferral / active EE | $2,563 | $2,509+2.1% | $3,517-27.1% | $3,054-16.1% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.7% |