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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,481 |
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 | $77,731 | $47,126+64.9% | $149,673-48.1% | $74,419+4.5% |
| Participation rate | 36.6% | 63.4%-26.8pp | 78.8%-42.1pp | 70.7%-34.1pp |
| Annual return | 22.07% | 22.75%-0.7pp | 134.42%-112.3pp | 34.38%-12.3pp |
| Employer contribution / active EE | $1,014 | $1,905-46.8% | $4,818-79.0% | $2,637-61.6% |
| Participant deferral / active EE | $1,252 | $2,728-54.1% | $5,680-78.0% | $4,528-72.4% |
| Admin fee / account holder | $10 | $343-97.2% | $13,210-99.9% | $348-97.2% |