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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,725 |
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 | $42,205 | $65,061-35.1% | $143,757-70.6% | $66,914-36.9% |
| Participation rate | 58.9% | 65.2%-6.3pp | 80.3%-21.4pp | 69.8%-10.9pp |
| Annual return | -12.05% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $212 | $2,361-91.0% | $4,951-95.7% | $2,544-91.7% |
| Participant deferral / active EE | $2,726 | $2,919-6.6% | $5,637-51.6% | $4,237-35.7% |
| Admin fee / account holder | $15 | $502-97.1% | $14,673-99.9% | $593-97.5% |