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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,000 |
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 | $46,493 | $72,770-36.1% | $67,652-31.3% | $55,191-15.8% |
| Participation rate | 79.7% | 78.8%+0.9pp | 75.7%+4.0pp | 69.2%+10.5pp |
| Annual return | 0.34% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $609 | $1,769-65.6% | $2,266-73.1% | $1,899-67.9% |
| Participant deferral / active EE | $3,605 | $3,408+5.8% | $3,560+1.3% | $3,046+18.3% |
| Admin fee / account holder | $4 | $79-94.7% | $4,821-99.9% | $91-95.4% |