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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,962 |
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 | $48,611 | $54,573-10.9% | $90,951-46.6% | $73,488-33.9% |
| Participation rate | 94.3% | 61.2%+33.1pp | 69.0%+25.3pp | 70.7%+23.6pp |
| Annual return | 20.64% | 16.69%+4.0pp | 134.60%-114.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $813 | $991-18.0% | $2,122-61.7% | $2,270-64.2% |
| Participant deferral / active EE | $2,735 | $2,517+8.7% | $3,373-18.9% | $3,740-26.9% |
| Admin fee / account holder | $9 | $521-98.3% | $5,959-99.8% | $513-98.2% |