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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,253 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,178 | $47,205-12.8% | $61,491-33.0% | $66,914-38.5% |
| Participation rate | 83.2% | 64.2%+19.0pp | 79.3%+3.9pp | 69.8%+13.4pp |
| Annual return | -13.01% | -17.16%+4.1pp | -12.98%0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $463 | $2,885-83.9% | $4,246-89.1% | $2,544-81.8% |
| Participant deferral / active EE | $3,573 | $3,114+14.7% | $5,188-31.1% | $4,237-15.7% |
| Admin fee / account holder | $30 | $471-93.7% | $4,312-99.3% | $593-95.0% |