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 15 · EIN 82-4555287 | Recordkeeping | $935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,576 | $60,124-54.1% | $90,404-69.5% | $79,858-65.5% |
| Participation rate | 75.3% | 65.0%+10.3pp | 72.7%+2.6pp | 69.6%+5.6pp |
| Annual return | 35.55% | 71.94%-36.4pp | 1293.02%-1257.5pp | 31.71%+3.8pp |
| Employer contribution / active EE | $2,760 | $2,068+33.5% | $3,262-15.4% | $2,471+11.7% |
| Participant deferral / active EE | $1,411 | $2,938-52.0% | $3,963-64.4% | $3,740-62.3% |
| Admin fee / account holder | $6 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |