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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $881 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,588 | $102,553-33.1% | $151,611-54.8% | $66,914+2.5% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -16.50% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,349 | $4,180+4.0% | $6,166-29.5% | $2,544+71.0% |
| Participant deferral / active EE | $4,564 | $6,641-31.3% | $8,363-45.4% | $4,237+7.7% |
| Admin fee / account holder | $16 | $630-97.5% | $11,616-99.9% | $593-97.3% |