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 | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,806 | $91,552+40.7% | $133,956-3.8% | $79,858+61.3% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.7pp | 69.6%-14.5pp |
| Annual return | 16.31% | 61.85%-45.5pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,118 | $2,384+30.8% | $3,919-20.4% | $2,471+26.2% |
| Participant deferral / active EE | $2,733 | $3,733-26.8% | $5,048-45.9% | $3,740-26.9% |
| Admin fee / account holder | $11 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |