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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,740 | $63,745+164.7% | $98,442+71.4% | $79,386+112.6% |
| Participation rate | 84.2% | 69.9%+14.3pp | 73.3%+10.8pp | 70.7%+13.5pp |
| Annual return | 16.05% | 625.80%-609.8pp | 1492.73%-1476.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $7,338 | $2,557+187.0% | $2,960+147.9% | $2,427+202.3% |
| Participant deferral / active EE | $8,201 | $3,303+148.3% | $4,276+91.8% | $4,046+102.7% |
| Admin fee / account holder | $2 | $516-99.5% | $5,949-100.0% | $626-99.6% |