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 6-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 SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 15 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,468 | $82,917-83.8% | $103,333-87.0% | $77,643-82.7% |
| Participation rate | 51.4% | 71.6%-20.2pp | 74.5%-23.1pp | 70.6%-19.2pp |
| Annual return | 15.76% | 19.13%-3.4pp | 24.88%-9.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,035 | $3,552-70.9% | $3,868-73.2% | $2,726-62.0% |
| Participant deferral / active EE | $2,257 | $4,108-45.1% | $5,057-55.4% | $4,647-51.4% |
| Admin fee / account holder | $28 | $638-95.6% | $8,355-99.7% | $430-93.5% |