Filed November 8, 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 |
|---|---|---|
Service code 27 6600 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Advisory (Plan) | $27,350 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,048 | $58,208+82.2% | $81,812+29.6% | $80,856+31.2% |
| Participation rate | 98.8% | 63.4%+35.4pp | 72.3%+26.5pp | 67.6%+31.2pp |
| Annual return | 15.36% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,914 | $2,340+24.5% | $2,9120% | $2,755+5.8% |
| Participant deferral / active EE | $4,572 | $3,281+39.4% | $4,319+5.9% | $4,296+6.4% |
| Admin fee / account holder | $190 | $4,981-96.2% | $7,386-97.4% | $6,918-97.2% |