Filed February 1, 2013
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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $632 |
Employer contribution per participant 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 | $98,838 | $132,049-25.2% | $200,582-50.7% | $74,304+33.0% |
| Participation rate | 90.4% | 84.1%+6.3pp | 86.9%+3.5pp | 60.3%+30.0pp |
| Annual return | 17.54% | 22.22%-4.7pp | 42.33%-24.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,344 | $4,558-70.5% | $6,419-79.1% | $2,241-40.0% |
| Participant deferral / active EE | $4,304 | $7,213-40.3% | $9,331-53.9% | $3,767+14.2% |
| Admin fee / account holder | $5 | $2,405-99.8% | $16,305-100.0% | $2,969-99.8% |