Filed January 1, 1999
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 | $3,256 |
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 | $71,960 | $65,908+9.2% | $81,812-12.0% | $77,643-7.3% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.5pp | 70.6%+28.3pp |
| Annual return | 25.96% | 26.64%-0.7pp | 773.79%-747.8pp | 31.24%-5.3pp |
| Employer contribution / active EE | $6,611 | $2,370+178.9% | $2,912+127.0% | $2,726+142.5% |
| Participant deferral / active EE | $8,357 | $3,505+138.4% | $4,319+93.5% | $4,647+79.8% |
| Admin fee / account holder | $6 | $526-98.8% | $7,386-99.9% | $430-98.5% |