Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RET PLAN SERICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,303 | $198,836-30.4% | $103,333+33.8% | - |
| Participation rate | 71.7% | 60.8%+10.9pp | 74.5%-2.8pp | - |
| Annual return | 20.40% | 12.43%+8.0pp | 24.88%-4.5pp | - |
| Employer contribution / active EE | $3,804 | $2,607+45.9% | $3,868-1.6% | - |
| Participant deferral / active EE | $5,260 | $3,407+54.4% | $5,057+4.0% | - |
| Admin fee / account holder | $5 | $10,004-99.9% | $8,355-99.9% | - |