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 | Recordkeeping fees; Distribution (12b... | $3,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,368 | $89,808+4.0% | $100,391-7.0% | $77,643+20.3% |
| Participation rate | 98.4% | 81.2%+17.2pp | 81.5%+16.9pp | 70.6%+27.8pp |
| Annual return | 20.81% | 20.62%+0.2pp | 49.20%-28.4pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,807 | $3,039-7.6% | $3,942-28.8% | $2,726+3.0% |
| Participant deferral / active EE | $10,488 | $8,284+26.6% | $8,082+29.8% | $4,647+125.7% |
| Admin fee / account holder | $11 | $174-93.6% | $7,899-99.9% | $430-97.4% |