Filed March 12, 2020 (most recent of 2 filings on file)
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 6-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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $538 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,238 | $86,655-30.5% | $119,609-49.6% | $66,914-10.0% |
| Participation rate | 80.4% | 75.6%+4.8pp | 79.3%+1.1pp | 69.8%+10.6pp |
| Annual return | -17.23% | -8.00%-9.2pp | -14.97%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $979 | $2,536-61.4% | $4,232-76.9% | $2,544-61.5% |
| Participant deferral / active EE | $8,104 | $4,358+86.0% | $5,602+44.7% | $4,237+91.3% |
| Admin fee / account holder | $16 | $755-97.9% | $10,323-99.8% | $593-97.3% |