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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,050 |
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 | $71,277 | $76,050-6.3% | $96,544-26.2% | $71,457-0.3% |
| Participation rate | 81.3% | 74.4%+6.9pp | 76.0%+5.3pp | 67.9%+13.4pp |
| Annual return | 21.27% | 22.81%-1.5pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,533 | $2,244-31.7% | $2,965-48.3% | $2,588-40.7% |
| Participant deferral / active EE | $2,643 | $4,215-37.3% | $4,851-45.5% | $4,289-38.4% |
| Admin fee / account holder | $14 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |