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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,130 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,662 | $77,660+25.8% | $109,143-10.5% | $79,386+23.0% |
| Participation rate | 94.2% | 67.8%+26.4pp | 75.9%+18.3pp | 70.7%+23.5pp |
| Annual return | 16.14% | 23.44%-7.3pp | 25.75%-9.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $6 | $2,797-99.8% | $3,722-99.8% | $2,427-99.8% |
| Participant deferral / active EE | $4,231 | $3,518+20.3% | $4,653-9.1% | $4,046+4.6% |
| Admin fee / account holder | $16 | $732-97.8% | $6,752-99.8% | $626-97.4% |