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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 FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $15,712 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,296 | $28,416+6.6% | $73,545-58.8% | $69,631-56.5% |
| Participation rate | 37.4% | 38.3%-0.9pp | 54.9%-17.5pp | 70.7%-33.3pp |
| Annual return | 20.98% | -694.13%+715.1pp | -15.16%+36.1pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $319 | $430-25.8% | $1,219-73.8% | $2,032-84.3% |
| Participant deferral / active EE | $860 | $897-4.1% | $1,806-52.4% | $3,224-73.3% |
| Admin fee / account holder | $92 | $104-11.9% | $2,320-96.0% | $110-16.8% |