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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,402 | $56,485+47.7% | $185,823-55.1% | $86,799-3.9% |
| Participation rate | 33.3% | 65.5%-32.1pp | 81.7%-48.4pp | 72.3%-38.9pp |
| Annual return | 18.21% | 118.04%-99.8pp | 122.05%-103.8pp | 97.91%-79.7pp |
| Employer contribution / active EE | $749 | $1,843-59.4% | $5,167-85.5% | $2,405-68.9% |
| Participant deferral / active EE | $983 | $2,553-61.5% | $5,568-82.3% | $4,131-76.2% |
| Admin fee / account holder | $5 | $150-96.4% | $16,237-100.0% | $170-96.8% |