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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,219 |
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 | $163,821 | $99,957+63.9% | $149,696+9.4% | $73,488+122.9% |
| Participation rate | 73.1% | 75.7%-2.6pp | 82.5%-9.4pp | 70.7%+2.4pp |
| Annual return | 18.49% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $6,472 | $3,191+102.8% | $4,644+39.4% | $2,270+185.1% |
| Participant deferral / active EE | $5,945 | $6,073-2.1% | $6,842-13.1% | $3,740+59.0% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.6% |