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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,072 | $121,341+55.8% | $189,513-0.2% | $79,386+138.2% |
| Participation rate | 88.9% | 86.1%+2.8pp | 87.8%+1.1pp | 70.7%+18.2pp |
| Annual return | 14.57% | 21.08%-6.5pp | 555.15%-540.6pp | 116.85%-102.3pp |
| Employer contribution / active EE | $5,716 | $3,915+46.0% | $6,162-7.2% | $2,427+135.5% |
| Participant deferral / active EE | $6,099 | $6,395-4.6% | $8,221-25.8% | $4,046+50.8% |
| Admin fee / account holder | $111 | $651-83.0% | $12,045-99.1% | $626-82.3% |