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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $4,419 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,529 | $73,397+31.5% | $178,014-45.8% | $74,546+29.5% |
| Participation rate | 94.1% | 66.6%+27.5pp | 77.1%+17.0pp | 67.2%+26.9pp |
| Annual return | 14.70% | 17.49%-2.8pp | 294.80%-280.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,031 | $2,217-8.4% | $3,950-48.6% | $2,624-22.6% |
| Participant deferral / active EE | $6,926 | $4,512+53.5% | $6,276+10.4% | $4,347+59.3% |
| Admin fee / account holder | $19 | $1,809-99.0% | $10,362-99.8% | $1,944-99.0% |