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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,148 | $56,140-23.1% | $76,190-43.4% | $74,495-42.1% |
| Participation rate | 78.0% | 62.6%+15.4pp | 79.3%-1.3pp | 67.2%+10.8pp |
| Annual return | 14.90% | 13.87%+1.0pp | 13.78%+1.1pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $891 | $2,881-69.1% | $4,578-80.5% | $2,623-66.0% |
| Participant deferral / active EE | $3,230 | $3,154+2.4% | $5,474-41.0% | $4,346-25.7% |
| Admin fee / account holder | $58 | $776-92.5% | $5,123-98.9% | $1,942-97.0% |