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 7-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 |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $19,190 |
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $9,999 |
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.
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 | $14,544 | $40,522-64.1% | $84,611-82.8% | $67,579-78.5% |
| Participation rate | 17.0% | 51.1%-34.1pp | 68.2%-51.2pp | 71.3%-54.3pp |
| Annual return | 18.49% | 32.72%-14.2pp | 258.74%-240.3pp | 378.56%-360.1pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $519 | $2,132-75.7% | $3,899-86.7% | $3,539-85.3% |
| Admin fee / account holder | $268 | $145+84.7% | $4,912-94.5% | $142+88.6% |