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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,650 |
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 | $107,089 | $76,670+39.7% | $96,683+10.8% | $71,457+49.9% |
| Participation rate | 84.6% | 66.6%+18.0pp | 74.3%+10.2pp | 67.9%+16.6pp |
| Annual return | 23.17% | 48.29%-25.1pp | 35.69%-12.5pp | 28.85%-5.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,847 | $3,771+28.5% | $4,878-0.6% | $4,289+13.0% |
| Admin fee / account holder | $11 | $2,028-99.5% | $6,730-99.8% | $1,587-99.3% |