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 | Participant loan processing; Claims p... | $1,849 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,789 | $89,282-12.9% | $94,646-17.8% | $74,419+4.5% |
| Participation rate | 99.1% | 82.4%+16.7pp | 80.8%+18.3pp | 70.7%+28.4pp |
| Annual return | 31.76% | 25.96%+5.8pp | 156.71%-125.0pp | 34.38%-2.6pp |
| Employer contribution / active EE | $2,534 | $3,022-16.1% | $3,672-31.0% | $2,637-3.9% |
| Participant deferral / active EE | $9,274 | $8,425+10.1% | $7,418+25.0% | $4,528+104.8% |
| Admin fee / account holder | $13 | $219-94.2% | $7,231-99.8% | $348-96.3% |