Filed November 16, 2005
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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,588 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,611 | $61,156-22.1% | $185,823-74.4% | $79,386-40.0% |
| Participation rate | 58.9% | 66.6%-7.7pp | 81.7%-22.8pp | 70.7%-11.8pp |
| Annual return | 12.50% | 19.45%-6.9pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $230 | $2,321-90.1% | $5,167-95.6% | $2,427-90.5% |
| Participant deferral / active EE | $2,297 | $2,789-17.6% | $5,568-58.7% | $4,046-43.2% |
| Admin fee / account holder | $21 | $710-97.1% | $16,237-99.9% | $626-96.7% |