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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,899 | $49,915+28.0% | $154,803-58.7% | $74,304-14.0% |
| Participation rate | 48.2% | 54.0%-5.8pp | 78.1%-29.9pp | 60.3%-12.2pp |
| Annual return | 14.83% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $252 | $1,611-84.3% | $4,305-94.1% | $2,241-88.7% |
| Participant deferral / active EE | $2,526 | $2,255+12.0% | $5,540-54.4% | $3,767-33.0% |
| Admin fee / account holder | $5 | $2,189-99.8% | $14,329-100.0% | $2,969-99.8% |