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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.
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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 FUNDS8 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Consulting (pension); Copying and dup... | $2,675 |
Service code 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $0 |
9 funds of $250K or more; 20 lines in all, holding $9.2M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.5M | 26.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.9M | 20.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.2M | 12.7% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $811K | 8.8% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $540K | 5.9% |
| Smallcap World Fund Inc Manager not matched · Mutual fund | $398K | 4.3% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $362K | 3.9% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $354K | 3.9% |
| American Mutual Fund Manager not matched · Mutual fund | $229K | 2.5% |
| Income Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $225K | 2.4% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,486 | $59,417+10.2% | $93,606-30.0% | $74,495-12.1% |
| Participation rate | 61.7% | 59.7%+2.0pp | 68.7%-7.1pp | 67.2%-5.5pp |
| Annual return | 15.14% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $495 | $1,264-60.8% | $2,420-79.5% | $2,623-81.1% |
| Participant deferral / active EE | $5,078 | $3,050+66.5% | $4,411+15.1% | $4,346+16.8% |
| Admin fee / account holder | $18 | $3,021-99.4% | $8,285-99.8% | $1,942-99.1% |