Filed February 17, 2003
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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,912 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,502 | $65,376+9.4% | $87,100-17.9% | $65,185+9.7% |
| Participation rate | 81.1% | 75.3%+5.7pp | 76.9%+4.2pp | 70.2%+10.9pp |
| Annual return | 24.15% | 31.27%-7.1pp | 28.19%-4.0pp | 29.38%-5.2pp |
| Employer contribution / active EE | $923 | $1,822-49.4% | $2,521-63.4% | $2,177-57.6% |
| Participant deferral / active EE | $1,624 | $3,388-52.1% | $4,049-59.9% | $3,514-53.8% |
| Admin fee / account holder | $14 | $520-97.3% | $7,497-99.8% | $847-98.4% |