Filed October 12, 2007
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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,748 | $82,664-45.9% | $125,339-64.3% | $68,494-34.7% |
| Participation rate | 82.5% | 75.0%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $469 | $3,381-86.1% | $4,814-90.3% | $2,596-81.9% |
| Participant deferral / active EE | $5,117 | $6,110-16.3% | $7,446-31.3% | $4,027+27.1% |
| Admin fee / account holder | $91 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |