Filed January 9, 2008
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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,531 | $87,870+131.6% | $113,168+79.8% | $74,304+173.9% |
| Participation rate | 92.0% | 70.7%+21.3pp | 76.6%+15.4pp | 60.3%+31.7pp |
| Annual return | 18.90% | 26.44%-7.5pp | 24.27%-5.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $2,823 | $2,277+24.0% | $2,975-5.1% | $2,241+26.0% |
| Participant deferral / active EE | $4,824 | $4,241+13.8% | $5,107-5.5% | $3,767+28.1% |
| Admin fee / account holder | $7 | $3,368-99.8% | $12,068-99.9% | $2,969-99.8% |