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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,666 | $130,194-35.0% | $169,993-50.2% | $71,457+18.5% |
| Participation rate | 83.1% | 86.1%-3.0pp | 87.0%-3.9pp | 67.9%+15.2pp |
| Annual return | 17.39% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,835 | $4,381-35.3% | $6,785-58.2% | $2,588+9.5% |
| Participant deferral / active EE | $5,616 | $6,923-18.9% | $10,408-46.0% | $4,289+30.9% |
| Admin fee / account holder | $72 | $966-92.6% | $12,815-99.4% | $1,587-95.5% |