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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,825 | $136,307+29.7% | $177,821-0.6% | $73,488+140.6% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.9pp | 70.7%+23.9pp |
| Annual return | 19.19% | 18.68%+0.5pp | 48.32%-29.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $6,027 | $3,712+62.4% | $5,918+1.8% | $2,270+165.5% |
| Participant deferral / active EE | $6,424 | $5,829+10.2% | $7,714-16.7% | $3,740+71.8% |
| Admin fee / account holder | $112 | $596-81.2% | $12,427-99.1% | $513-78.2% |