Filed January 27, 2009
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 SERV Service code 64 6455 IRVIN CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $41,670 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL CA, CA 94903 | Advisory (Plan) | $37,500 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,618 | $47,126-3.2% | $149,673-69.5% | $74,419-38.7% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.6pp | 70.7%+22.7pp |
| Annual return | 17.04% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,337 | $1,905+22.6% | $4,818-51.5% | $2,637-11.4% |
| Participant deferral / active EE | $3,243 | $2,728+18.9% | $5,680-42.9% | $4,528-28.4% |
| Admin fee / account holder | $156 | $343-54.4% | $13,210-98.8% | $348-55.1% |