Filed January 15, 2002 (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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,479 | $121,341-26.3% | $189,513-52.8% | $79,386+12.7% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.8%+8.0pp | 70.7%+25.1pp |
| Annual return | 15.65% | 21.08%-5.4pp | 555.15%-539.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,724 | $3,915-30.4% | $6,162-55.8% | $2,427+12.2% |
| Participant deferral / active EE | $5,145 | $6,395-19.6% | $8,221-37.4% | $4,046+27.2% |
| Admin fee / account holder | $50 | $651-92.3% | $12,045-99.6% | $626-92.0% |