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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $208,573 | $91,552+127.8% | $133,956+55.7% | $79,858+161.2% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | 7.49% | 61.85%-54.4pp | 45.09%-37.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $3,978 | $2,384+66.9% | $3,919+1.5% | $2,471+61.0% |
| Participant deferral / active EE | $8,496 | $3,733+127.6% | $5,048+68.3% | $3,740+127.2% |
| Admin fee / account holder | $4 | $6,321-99.9% | $8,927-100.0% | $5,306-99.9% |