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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,000 |
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 | $50,682 | $54,051-6.2% | $76,080-33.4% | $79,386-36.2% |
| Participation rate | 87.0% | 57.9%+29.1pp | 79.4%+7.6pp | 70.7%+16.3pp |
| Annual return | 28.80% | 38.70%-9.9pp | 42.50%-13.7pp | 116.85%-88.0pp |
| Employer contribution / active EE | $1,021 | $2,674-61.8% | $3,962-74.2% | $2,427-57.9% |
| Participant deferral / active EE | $3,067 | $2,764+10.9% | $4,905-37.5% | $4,046-24.2% |
| Admin fee / account holder | $58 | $743-92.2% | $4,883-98.8% | $626-90.7% |