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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,883 | $102,553-28.9% | $151,611-51.9% | $66,914+8.9% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -15.12% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,793 | $4,180-33.2% | $6,166-54.7% | $2,544+9.8% |
| Participant deferral / active EE | $5,480 | $6,641-17.5% | $8,363-34.5% | $4,237+29.3% |
| Admin fee / account holder | $69 | $630-89.0% | $11,616-99.4% | $593-88.3% |