Filed January 1, 2001
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 | $1,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,458 | $62,928+7.2% | $172,739-60.9% | $67,579-0.2% |
| Participation rate | 49.1% | 64.5%-15.4pp | 82.6%-33.5pp | 71.3%-22.2pp |
| Annual return | 24.91% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,082 | $1,636-33.8% | $5,143-79.0% | $2,148-49.6% |
| Participant deferral / active EE | $1,482 | $2,145-30.9% | $5,198-71.5% | $3,539-58.1% |
| Admin fee / account holder | $6 | $167-96.7% | $13,954-100.0% | $142-96.1% |