Filed June 3, 2020
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 |
|---|---|---|
Filed as: CAPITAL GRP RETIREMENT PLAN SERVICE Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Distribution (12b-1) fees; Claims pro... | $1,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,110 | $64,612-2.3% | $86,436-27.0% | $64,808-2.6% |
| Participation rate | 98.4% | 81.5%+16.9pp | 80.3%+18.1pp | 71.5%+26.9pp |
| Annual return | -16.44% | 0.66%-17.1pp | 4394.89%-4411.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,604 | $2,744-5.1% | $3,769-30.9% | $2,506+3.9% |
| Participant deferral / active EE | $8,729 | $7,497+16.4% | $6,952+25.6% | $4,310+102.5% |
| Admin fee / account holder | $11 | $169-93.3% | $6,731-99.8% | $188-94.0% |