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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $75,017 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,775 | $48,698-73.8% | $93,606-86.4% | $199,593-93.6% |
| Participation rate | 85.0% | 63.5%+21.4pp | 68.7%+16.2pp | 72.0%+13.0pp |
| Annual return | 14.95% | 15.34%-0.4pp | 133.20%-118.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $619 | $1,135-45.5% | $2,420-74.4% | $3,034-79.6% |
| Participant deferral / active EE | $2,487 | $2,817-11.7% | $4,411-43.6% | $5,087-51.1% |
| Admin fee / account holder | $50 | $195-74.4% | $8,285-99.4% | $269-81.5% |