Filed January 15, 2021
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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,077 | $91,517-8.1% | $101,248-17.0% | $73,409+14.5% |
| Participation rate | 30.5% | 73.8%-43.3pp | 75.8%-45.3pp | 72.2%-41.7pp |
| Annual return | 12.25% | 17.17%-4.9pp | 46.47%-34.2pp | 59.29%-47.0pp |
| Employer contribution / active EE | $913 | $2,877-68.3% | $3,660-75.1% | $2,234-59.1% |
| Participant deferral / active EE | $1,749 | $3,338-47.6% | $4,370-60.0% | $3,805-54.0% |
| Admin fee / account holder | $3 | $216-98.4% | $5,945-99.9% | $158-97.8% |