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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,107 | $102,553+47.3% | $151,611-0.3% | $66,914+125.8% |
| Participation rate | 89.3% | 85.5%+3.8pp | 87.5%+1.8pp | 69.8%+19.5pp |
| Annual return | -16.36% | -10.82%-5.5pp | 3.33%-19.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $5,154 | $4,180+23.3% | $6,166-16.4% | $2,544+102.6% |
| Participant deferral / active EE | $6,248 | $6,641-5.9% | $8,363-25.3% | $4,237+47.5% |
| Admin fee / account holder | $104 | $630-83.6% | $11,616-99.1% | $593-82.5% |