Filed April 21, 2004
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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $43,159 |
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 | $134,068 | $111,608+20.1% | $177,821-24.6% | $73,409+82.6% |
| Participation rate | 92.7% | 87.9%+4.8pp | 87.7%+5.0pp | 72.2%+20.5pp |
| Annual return | 17.02% | 18.23%-1.2pp | 48.32%-31.3pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,873 | $3,796-24.3% | $5,918-51.5% | $2,234+28.6% |
| Participant deferral / active EE | $10,853 | $6,199+75.1% | $7,714+40.7% | $3,805+185.2% |
| Admin fee / account holder | $167 | $166+1.1% | $12,427-98.7% | $158+6.0% |