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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,100 |
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 | $91,851 | $50,815+80.8% | $155,509-40.9% | $77,643+18.3% |
| Participation rate | 36.6% | 63.1%-26.5pp | 78.2%-41.6pp | 70.6%-34.0pp |
| Annual return | 18.75% | 34.80%-16.1pp | 64.67%-45.9pp | 31.24%-12.5pp |
| Employer contribution / active EE | $1,174 | $1,993-41.1% | $4,672-74.9% | $2,726-56.9% |
| Participant deferral / active EE | $1,459 | $2,822-48.3% | $5,626-74.1% | $4,647-68.6% |
| Admin fee / account holder | $8 | $437-98.1% | $15,912-99.9% | $430-98.1% |