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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,464 | $82,978-9.1% | $129,995-41.9% | $71,457+5.6% |
| Participation rate | 81.7% | 74.1%+7.7pp | 78.5%+3.2pp | 67.9%+13.8pp |
| Annual return | 19.37% | 20.60%-1.2pp | -137.18%+156.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,076 | $2,622-59.0% | $4,320-75.1% | $2,588-58.4% |
| Participant deferral / active EE | $8,830 | $4,432+99.2% | $5,820+51.7% | $4,289+105.9% |
| Admin fee / account holder | $14 | $1,729-99.2% | $10,614-99.9% | $1,587-99.1% |