Filed January 14, 1999
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 | $3,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,629 | $122,239+20.0% | $184,200-20.4% | $74,546+96.7% |
| Participation rate | 94.5% | 85.5%+9.0pp | 86.8%+7.7pp | 67.2%+27.3pp |
| Annual return | 13.96% | 19.95%-6.0pp | 28.80%-14.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $5,866 | $4,537+29.3% | $6,424-8.7% | $2,624+123.5% |
| Participant deferral / active EE | $5,620 | $7,139-21.3% | $9,132-38.5% | $4,347+29.3% |
| Admin fee / account holder | $17 | $1,260-98.7% | $13,907-99.9% | $1,944-99.1% |