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 3-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+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,172 | $37,393-0.6% | $77,024-51.7% | $66,914-44.4% |
| Participation rate | 61.3% | 52.9%+8.5pp | 67.9%-6.6pp | 69.8%-8.5pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $319 | $1,531-79.2% | $2,812-88.7% | $2,544-87.5% |
| Participant deferral / active EE | $1,759 | $2,617-32.8% | $4,426-60.3% | $4,237-58.5% |
| Admin fee / account holder | $48 | $567-91.5% | $5,425-99.1% | $593-91.9% |