See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,114 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,764 | $85,766-35.0% | $136,294-59.1% | $70,131-20.5% |
| Participation rate | 75.6% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 21.68% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $4,330 | $2,966+46.0% | $4,695-7.8% | $2,342+84.9% |
| Participant deferral / active EE | $14,337 | $5,051+183.8% | $6,247+129.5% | $3,332+330.3% |
| Admin fee / account holder | $36 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |