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 9-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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,840 | $46,292-35.5% | $143,757-79.2% | $64,808-54.0% |
| Participation rate | 39.9% | 64.2%-24.3pp | 80.3%-40.4pp | 71.5%-31.5pp |
| Annual return | -12.86% | -10.05%-2.8pp | -0.04%-12.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $633 | $1,910-66.8% | $4,951-87.2% | $2,506-74.7% |
| Participant deferral / active EE | $1,433 | $2,646-45.8% | $5,637-74.6% | $4,310-66.8% |
| Admin fee / account holder | $20 | $154-87.2% | $14,673-99.9% | $188-89.5% |