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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $785 |
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).
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 | $49,280 | $66,310-25.7% | $93,606-47.4% | $65,185-24.4% |
| Participation rate | 51.7% | 74.0%-22.3pp | 75.8%-24.1pp | 70.2%-18.5pp |
| Annual return | 22.89% | 42.58%-19.7pp | 32.76%-9.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,450 | $3,342-26.7% | $4,069-39.8% | $3,514-30.3% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |