Filed December 13, 2013
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 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,005 | $49,138-10.4% | $84,015-47.6% | $65,185-32.5% |
| Participation rate | 45.1% | 60.7%-15.6pp | 69.0%-23.9pp | 70.2%-25.1pp |
| Annual return | 23.52% | 23.00%+0.5pp | 71.31%-47.8pp | 29.38%-5.9pp |
| Employer contribution / active EE | $224 | $914-75.5% | $1,983-88.7% | $2,177-89.7% |
| Participant deferral / active EE | $1,374 | $2,397-42.7% | $3,239-57.6% | $3,514-60.9% |
| Admin fee / account holder | $3 | $543-99.4% | $6,101-99.9% | $847-99.6% |