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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,312 |
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 | $47,506 | $61,272-22.5% | $149,673-68.3% | $71,457-33.5% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.3pp | 67.9%-11.5pp |
| Annual return | 14.15% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $279 | $2,378-88.3% | $4,818-94.2% | $2,588-89.2% |
| Participant deferral / active EE | $2,786 | $2,917-4.5% | $5,680-50.9% | $4,289-35.0% |
| Admin fee / account holder | $13 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |