Filed July 17, 1995
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 | $17,746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,323 | $65,185-47.3% | $61,048-43.8% | $65,185-47.3% |
| Participation rate | 83.3% | 70.2%+13.1pp | 79.3%+4.0pp | 70.2%+13.1pp |
| Annual return | 5.05% | 29.38%-24.3pp | 26.18%-21.1pp | 29.38%-24.3pp |
| Employer contribution / active EE | $1,003 | $2,177-53.9% | $3,716-73.0% | $2,177-53.9% |
| Participant deferral / active EE | $2,397 | $3,514-31.8% | $4,470-46.4% | $3,514-31.8% |
| Admin fee / account holder | $56 | $847-93.3% | $3,728-98.5% | $847-93.3% |