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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,841 | $59,263+1.0% | $96,562-38.0% | $79,386-24.6% |
| Participation rate | 49.4% | 61.9%-12.5pp | 69.8%-20.4pp | 70.7%-21.3pp |
| Annual return | 16.42% | 27.07%-10.7pp | 37.78%-21.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $287 | $1,216-76.4% | $2,356-87.8% | $2,427-88.2% |
| Participant deferral / active EE | $1,765 | $2,948-40.1% | $3,849-54.1% | $4,046-56.4% |
| Admin fee / account holder | $2 | $658-99.7% | $6,181-100.0% | $626-99.7% |