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 | $1,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,490 | $99,957-33.5% | $149,696-55.6% | $73,488-9.5% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.8pp | 70.7%-3.0pp |
| Annual return | 19.67% | 53.87%-34.2pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $2,084 | $3,191-34.7% | $4,644-55.1% | $2,270-8.2% |
| Participant deferral / active EE | $3,551 | $6,073-41.5% | $6,842-48.1% | $3,740-5.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |