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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,536 | $49,915-6.8% | $154,803-69.9% | $74,304-37.4% |
| Participation rate | 76.4% | 54.0%+22.5pp | 78.1%-1.6pp | 60.3%+16.1pp |
| Annual return | 14.99% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,133 | $1,611-29.7% | $4,305-73.7% | $2,241-49.4% |
| Participant deferral / active EE | $3,365 | $2,255+49.2% | $5,540-39.3% | $3,767-10.7% |
| Admin fee / account holder | $38 | $2,189-98.3% | $14,329-99.7% | $2,969-98.7% |