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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $102,949 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,161 | $44,626-75.0% | $86,188-87.1% | $80,160-86.1% |
| Participation rate | 95.5% | 63.5%+31.9pp | 69.0%+26.5pp | 72.9%+22.5pp |
| Annual return | 17.25% | 19.61%-2.4pp | 1168.45%-1151.2pp | 40.38%-23.1pp |
| Employer contribution / active EE | $585 | $1,099-46.8% | $2,380-75.4% | $2,978-80.4% |
| Participant deferral / active EE | $2,341 | $2,769-15.5% | $3,985-41.3% | $5,017-53.4% |
| Admin fee / account holder | $81 | $133-39.0% | $6,852-98.8% | $145-44.0% |