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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,048 | $130,194+29.8% | $169,993-0.6% | $71,457+136.6% |
| Participation rate | 87.3% | 86.1%+1.2pp | 87.0%+0.3pp | 67.9%+19.4pp |
| Annual return | 18.22% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,438 | $4,381+24.1% | $6,785-19.9% | $2,588+110.2% |
| Participant deferral / active EE | $6,440 | $6,923-7.0% | $10,408-38.1% | $4,289+50.2% |
| Admin fee / account holder | $107 | $966-88.9% | $12,815-99.2% | $1,587-93.3% |