Filed October 5, 2001 (most recent of 2 filings on file)
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 | $6,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,488 | $50,956-30.4% | $96,562-63.2% | $86,799-59.1% |
| Participation rate | 76.5% | 65.2%+11.2pp | 69.8%+6.7pp | 72.3%+4.2pp |
| Annual return | 15.33% | 21.27%-5.9pp | 37.78%-22.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $562 | $1,111-49.4% | $2,356-76.1% | $2,405-76.6% |
| Participant deferral / active EE | $2,249 | $2,954-23.9% | $3,849-41.6% | $4,131-45.6% |
| Admin fee / account holder | $18 | $166-89.2% | $6,181-99.7% | $170-89.4% |