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 | $1,175 |
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).
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 | $58,906 | $69,362-15.1% | $101,248-41.8% | $73,488-19.8% |
| Participation rate | 62.7% | 68.4%-5.7pp | 75.8%-13.1pp | 70.7%-8.0pp |
| Annual return | 16.06% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,070 | $2,628-59.3% | $3,660-70.8% | $2,270-52.8% |
| Participant deferral / active EE | $2,990 | $3,300-9.4% | $4,370-31.6% | $3,740-20.0% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.8% | $513-98.2% |