Filed January 31, 2006
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 | $4,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,244 | $81,625+36.3% | $167,512-33.6% | $74,304+49.7% |
| Participation rate | 94.3% | 60.0%+34.3pp | 77.1%+17.3pp | 60.3%+34.0pp |
| Annual return | 16.69% | 26.09%-9.4pp | 1615.79%-1599.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,152 | $2,010+7.0% | $3,882-44.6% | $2,241-4.0% |
| Participant deferral / active EE | $7,533 | $4,115+83.1% | $6,405+17.6% | $3,767+100.0% |
| Admin fee / account holder | $21 | $3,474-99.4% | $9,769-99.8% | $2,969-99.3% |