Filed November 22, 2004
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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,669 | $58,101+4.4% | $118,925-49.0% | $73,409-17.4% |
| Participation rate | 41.0% | 56.1%-15.1pp | 75.4%-34.4pp | 72.2%-31.2pp |
| Annual return | 19.37% | 20.56%-1.2pp | 35.88%-16.5pp | 59.29%-39.9pp |
| Employer contribution / active EE | $1,153 | $1,445-20.2% | $3,263-64.7% | $2,234-48.4% |
| Participant deferral / active EE | $2,155 | $2,400-10.2% | $4,265-49.5% | $3,805-43.4% |
| Admin fee / account holder | $14 | $138-89.9% | $6,581-99.8% | $158-91.1% |