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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 13 · EIN 82-4555287 | Contract Administrator | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,124 | $50,958-37.0% | $74,550-56.9% | $64,186-50.0% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.1%-0.6pp | 69.6%-1.0pp |
| Annual return | -5.23% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,504 | $1,115+124.5% | $1,961+27.7% | $2,381+5.2% |
| Participant deferral / active EE | $3,761 | $2,301+63.4% | $3,108+21.0% | $3,470+8.4% |
| Admin fee / account holder | $37 | $4,223-99.1% | $5,060-99.3% | $4,888-99.3% |