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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,370 | $66,302-34.6% | $110,238-60.7% | $56,287-22.9% |
| Participation rate | 69.7% | 74.9%-5.2pp | 79.8%-10.1pp | 69.9%-0.2pp |
| Annual return | -5.22% | -1.18%-4.0pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,931 | $2,047-5.7% | $3,826-49.5% | $2,111-8.5% |
| Participant deferral / active EE | $3,290 | $3,381-2.7% | $4,672-29.6% | $3,350-1.8% |
| Admin fee / account holder | $14 | $698-98.1% | $8,547-99.8% | $521-97.4% |