Filed January 24, 2013
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 9-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 Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,509 | $93,182+85.1% | $146,665+17.6% | $79,386+117.3% |
| Participation rate | 54.2% | 76.4%-22.2pp | 80.1%-25.9pp | 70.7%-16.5pp |
| Annual return | 27.95% | 21.61%+6.3pp | 22.74%+5.2pp | 116.85%-88.9pp |
| Employer contribution / active EE | $1,393 | $2,420-42.4% | $4,136-66.3% | $2,427-42.6% |
| Participant deferral / active EE | $2,711 | $4,169-35.0% | $5,506-50.8% | $4,046-33.0% |
| Admin fee / account holder | $7 | $585-98.8% | $10,280-99.9% | $626-98.9% |