Filed July 8, 2009
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 | $1,055 |
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 | $163,721 | $89,355+83.2% | $141,162+16.0% | $72,985+124.3% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.7pp | 69.5%+5.3pp |
| Annual return | 23.60% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $5,698 | $3,114+83.0% | $4,735+20.3% | $2,440+133.5% |
| Participant deferral / active EE | $6,615 | $5,418+22.1% | $6,709-1.4% | $3,607+83.4% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |