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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,399 | $65,435-0.1% | $86,677-24.5% | $66,914-2.3% |
| Participation rate | 85.1% | 75.5%+9.7pp | 76.6%+8.5pp | 69.8%+15.3pp |
| Annual return | -19.43% | -10.89%-8.5pp | 35.91%-55.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,610 | $2,153-25.2% | $2,836-43.3% | $2,544-36.7% |
| Participant deferral / active EE | $2,615 | $4,100-36.2% | $4,656-43.8% | $4,237-38.3% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $593-96.5% |