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 | Claims processing; Participant loan p... | $2,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,406 | $108,719+11.7% | $101,326+19.8% | $85,563+41.9% |
| Participation rate | 98.9% | 80.9%+18.0pp | 81.5%+17.4pp | 66.0%+32.9pp |
| Annual return | 27.38% | 20.95%+6.4pp | 36.82%-9.4pp | 31.51%-4.1pp |
| Employer contribution / active EE | $5,031 | $3,114+61.6% | $3,665+37.3% | $2,654+89.6% |
| Participant deferral / active EE | $20,966 | $8,545+145.4% | $7,994+162.3% | $4,375+379.2% |
| Admin fee / account holder | $11 | $685-98.3% | $11,185-99.9% | $834-98.6% |