Filed October 28, 2015 (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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $740 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,228 | $98,982-43.2% | $162,163-65.3% | $65,185-13.7% |
| Participation rate | 98.2% | 85.8%+12.5pp | 87.6%+10.7pp | 70.2%+28.0pp |
| Annual return | 23.49% | 24.84%-1.4pp | 115.59%-92.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,788 | $3,467+9.3% | $5,614-32.5% | $2,177+74.0% |
| Participant deferral / active EE | $3,751 | $5,384-30.3% | $7,298-48.6% | $3,514+6.7% |
| Admin fee / account holder | $5 | $596-99.1% | $10,843-100.0% | $847-99.4% |