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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,517 | $122,239+42.8% | $184,203-5.3% | $74,495+134.3% |
| Participation rate | 87.5% | 85.5%+2.0pp | 86.8%+0.7pp | 67.2%+20.3pp |
| Annual return | 14.86% | 19.95%-5.1pp | 28.81%-14.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,537 | $4,537+22.0% | $6,427-13.9% | $2,623+111.1% |
| Participant deferral / active EE | $6,268 | $7,139-12.2% | $9,131-31.4% | $4,346+44.2% |
| Admin fee / account holder | $105 | $1,260-91.7% | $13,901-99.2% | $1,942-94.6% |