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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,048 |
Annual investment return 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 | $41,923 | $53,063-21.0% | $70,164-40.3% | $71,457-41.3% |
| Participation rate | 82.7% | 62.1%+20.6pp | 78.8%+3.9pp | 67.9%+14.8pp |
| Annual return | 12.17% | 19.46%-7.3pp | 18.87%-6.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,027 | $3,011-65.9% | $4,287-76.0% | $2,588-60.3% |
| Participant deferral / active EE | $3,511 | $3,291+6.7% | $5,395-34.9% | $4,289-18.1% |
| Admin fee / account holder | $43 | $1,068-96.0% | $4,561-99.1% | $1,587-97.3% |