Filed February 3, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,250 |
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 | $140,477 | $98,982+41.9% | $162,163-13.4% | $65,185+115.5% |
| Participation rate | 95.7% | 85.8%+9.9pp | 87.6%+8.1pp | 70.2%+25.5pp |
| Annual return | 23.94% | 24.84%-0.9pp | 115.59%-91.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $5,618 | $3,467+62.1% | $5,614+0.1% | $2,177+158.1% |
| Participant deferral / active EE | $5,984 | $5,384+11.1% | $7,298-18.0% | $3,514+70.3% |
| Admin fee / account holder | $109 | $596-81.7% | $10,843-99.0% | $847-87.1% |