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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $225 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,096 | $54,573-0.9% | $90,951-40.5% | $73,488-26.4% |
| Participation rate | 47.7% | 61.2%-13.5pp | 69.0%-21.3pp | 70.7%-23.0pp |
| Annual return | 21.90% | 16.69%+5.2pp | 134.60%-112.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $254 | $991-74.3% | $2,122-88.0% | $2,270-88.8% |
| Participant deferral / active EE | $1,603 | $2,517-36.3% | $3,373-52.5% | $3,740-57.1% |
| Admin fee / account holder | $1 | $521-99.7% | $5,959-100.0% | $513-99.7% |