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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $60,566 | $46,292+30.8% | $143,757-57.9% | $64,808-6.5% |
| Participation rate | 39.8% | 64.2%-24.4pp | 80.3%-40.5pp | 71.5%-31.7pp |
| Annual return | -18.81% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $897 | $1,910-53.0% | $4,951-81.9% | $2,506-64.2% |
| Participant deferral / active EE | $1,211 | $2,646-54.2% | $5,637-78.5% | $4,310-71.9% |
| Admin fee / account holder | $4 | $154-97.6% | $14,673-100.0% | $188-98.0% |