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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,862 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,981 | $73,638+16.8% | $95,952-10.4% | $73,488+17.0% |
| Participation rate | 83.4% | 76.2%+7.3pp | 77.1%+6.3pp | 70.7%+12.7pp |
| Annual return | 21.15% | 16.78%+4.4pp | 91.61%-70.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $991 | $1,863-46.8% | $2,541-61.0% | $2,270-56.4% |
| Participant deferral / active EE | $1,864 | $3,617-48.5% | $4,167-55.3% | $3,740-50.1% |
| Admin fee / account holder | $13 | $482-97.2% | $6,795-99.8% | $513-97.4% |