Filed December 22, 1997
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 | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,933 | $86,332+109.6% | $125,175+44.5% | $65,185+177.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 15.04% | 27.43%-12.4pp | 43.79%-28.8pp | 29.38%-14.3pp |
| Employer contribution / active EE | $3,301 | $2,040+61.8% | $3,865-14.6% | $2,177+51.6% |
| Participant deferral / active EE | $7,179 | $3,537+102.9% | $4,937+45.4% | $3,514+104.3% |
| Admin fee / account holder | $4 | $609-99.3% | $9,702-100.0% | $847-99.5% |