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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVIN CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $44,565 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL CA, CA 94903 | Advisory (Plan) | $28,125 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,717 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $9,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,226 | $50,815-3.1% | $155,509-68.3% | $77,643-36.6% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 12.64% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,108 | $1,993+5.8% | $4,672-54.9% | $2,726-22.7% |
| Participant deferral / active EE | $3,176 | $2,822+12.6% | $5,626-43.5% | $4,647-31.7% |
| Admin fee / account holder | $166 | $437-62.1% | $15,912-99.0% | $430-61.5% |