Filed August 14, 2003
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 | $19,159 |
ACCELERATE INVESTMENT ADVISOR LLC1 year Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $12,000 |
Filed as: ANGELL PENSION GROUP, INC. Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $10,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,297 | $53,053+11.8% | $126,539-53.1% | $74,304-20.2% |
| Participation rate | 58.4% | 48.0%+10.3pp | 69.8%-11.4pp | 60.3%-2.0pp |
| Annual return | 19.32% | 29.46%-10.1pp | 425.95%-406.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,708 | $1,168+46.3% | $3,674-53.5% | $2,241-23.8% |
| Participant deferral / active EE | $3,315 | $2,303+43.9% | $4,083-18.8% | $3,767-12.0% |
| Admin fee / account holder | $175 | $3,698-95.3% | $6,065-97.1% | $2,969-94.1% |