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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,221 | $52,293+43.8% | $178,490-57.9% | $73,409+2.5% |
| Participation rate | 41.2% | 65.3%-24.1pp | 81.9%-40.7pp | 72.2%-31.0pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,020 | $1,735-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $1,417 | $2,332-39.2% | $5,202-72.8% | $3,805-62.8% |
| Admin fee / account holder | $5 | $127-96.1% | $13,984-100.0% | $158-96.9% |