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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,300 |
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 | $33,066 | $42,548-22.3% | $74,550-55.6% | $56,287-41.3% |
| Participation rate | 97.0% | 60.5%+36.5pp | 69.1%+27.8pp | 69.9%+27.1pp |
| Annual return | -4.25% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $758 | $855-11.4% | $1,961-61.4% | $2,111-64.1% |
| Participant deferral / active EE | $2,518 | $2,277+10.6% | $3,108-19.0% | $3,350-24.8% |
| Admin fee / account holder | $20 | $467-95.8% | $5,060-99.6% | $521-96.2% |