Filed October 18, 2004 (most recent of 3 filings on file)
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 | $3,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,766 | $122,239+11.9% | $184,203-25.8% | $74,495+83.6% |
| Participation rate | 86.3% | 85.5%+0.8pp | 86.8%-0.5pp | 67.2%+19.1pp |
| Annual return | 17.83% | 19.95%-2.1pp | 28.81%-11.0pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,490 | $4,537-45.1% | $6,427-61.3% | $2,623-5.1% |
| Participant deferral / active EE | $4,290 | $7,139-39.9% | $9,131-53.0% | $4,346-1.3% |
| Admin fee / account holder | $20 | $1,260-98.4% | $13,901-99.9% | $1,942-99.0% |