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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.
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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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,850 | $62,928-51.0% | $172,739-82.1% | $67,579-54.3% |
| Participation rate | 47.6% | 64.5%-16.8pp | 82.6%-35.0pp | 71.3%-23.7pp |
| Annual return | 5.19% | 30.36%-25.2pp | 802.84%-797.7pp | 378.56%-373.4pp |
| Employer contribution / active EE | $649 | $1,636-60.3% | $5,143-87.4% | $2,148-69.8% |
| Participant deferral / active EE | $1,158 | $2,145-46.0% | $5,198-77.7% | $3,539-67.3% |
| Admin fee / account holder | $23 | $167-86.4% | $13,954-99.8% | $142-84.0% |