Filed February 21, 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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,514 | $63,114+5.4% | $92,893-28.4% | $65,185+2.0% |
| Participation rate | 94.2% | 68.8%+25.4pp | 76.0%+18.2pp | 70.2%+24.0pp |
| Annual return | 24.06% | 28.75%-4.7pp | 109.41%-85.4pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,283 | $3,108+37.8% | $4,236+1.1% | $3,514+21.9% |
| Admin fee / account holder | $2 | $624-99.6% | $5,794-100.0% | $847-99.7% |