Filed March 8, 2016
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.
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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 | $2,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,985 | $101,763+53.3% | $164,866-5.4% | $80,874+92.9% |
| Participation rate | 97.7% | 71.8%+25.9pp | 78.6%+19.1pp | 67.6%+30.0pp |
| Annual return | 13.51% | 16.73%-3.2pp | 69.97%-56.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,840 | $4,477+8.1% | $6,033-19.8% | $4,297+12.6% |
| Admin fee / account holder | $25 | $8,228-99.7% | $12,689-99.8% | $6,935-99.6% |