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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,722 | $47,922-8.8% | $75,886-42.4% | $65,185-32.9% |
| Participation rate | 50.3% | 63.0%-12.7pp | 69.3%-19.0pp | 70.2%-19.9pp |
| Annual return | 22.76% | 24.12%-1.4pp | 30.76%-8.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $932 | $1,557-40.2% | $2,500-62.7% | $2,177-57.2% |
| Participant deferral / active EE | $2,360 | $2,550-7.5% | $3,603-34.5% | $3,514-32.8% |
| Admin fee / account holder | $15 | $532-97.2% | $5,418-99.7% | $847-98.2% |