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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,075 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,445 | $51,197+133.3% | $82,719+44.4% | $66,914+78.5% |
| Participation rate | 76.4% | 67.8%+8.5pp | 72.6%+3.8pp | 69.8%+6.6pp |
| Annual return | -18.70% | -9.64%-9.1pp | 701.18%-719.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $6,723 | $2,611+157.5% | $3,009+123.4% | $2,544+164.2% |
| Participant deferral / active EE | $7,944 | $3,458+129.7% | $4,395+80.7% | $4,237+87.5% |
| Admin fee / account holder | $2 | $416-99.5% | $5,329-100.0% | $593-99.7% |