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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,999 |
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 | $33,496 | $45,068-25.7% | $67,221-50.2% | $73,409-54.4% |
| Participation rate | 86.2% | 75.3%+10.9pp | 79.4%+6.8pp | 72.2%+14.0pp |
| Annual return | 4.79% | 16.15%-11.4pp | 20.72%-15.9pp | 59.29%-54.5pp |
| Employer contribution / active EE | $1,188 | $2,041-41.8% | $3,723-68.1% | $2,234-46.8% |
| Participant deferral / active EE | $2,563 | $2,660-3.7% | $4,384-41.5% | $3,805-32.6% |
| Admin fee / account holder | $40 | $111-64.2% | $5,844-99.3% | $158-74.8% |