See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,306 | $56,972-18.7% | $182,532-74.6% | $65,185-29.0% |
| Participation rate | 94.7% | 66.5%+28.2pp | 78.0%+16.7pp | 70.2%+24.5pp |
| Annual return | 25.08% | 27.67%-2.6pp | 148.54%-123.5pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,288 | $1,615-20.3% | $4,076-68.4% | $2,177-40.8% |
| Participant deferral / active EE | $2,597 | $3,526-26.4% | $5,524-53.0% | $3,514-26.1% |
| Admin fee / account holder | $38 | $528-92.9% | $8,592-99.6% | $847-95.6% |