Filed December 25, 2013
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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,020 |
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 | $66,969 | $86,332-22.4% | $125,175-46.5% | $65,185+2.7% |
| Participation rate | 92.7% | 75.3%+17.3pp | 79.8%+12.9pp | 70.2%+22.5pp |
| Annual return | 25.46% | 27.43%-2.0pp | 43.79%-18.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,360 | $2,040+15.7% | $3,865-39.0% | $2,177+8.4% |
| Participant deferral / active EE | $2,880 | $3,537-18.6% | $4,937-41.7% | $3,514-18.0% |
| Admin fee / account holder | $18 | $609-97.0% | $9,702-99.8% | $847-97.9% |