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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
PMZ PENSION CORP2 years Service code 13 12 JOURNEY SUITE 201 · ALISO VIEJO, CA 926565335 | Contract Administrator | $120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,176 | $81,900+170.1% | $119,609+84.9% | $68,494+222.9% |
| Participation rate | 86.3% | 71.9%+14.4pp | 79.3%+7.1pp | 67.9%+18.4pp |
| Annual return | -17.52% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,211 | $2,693+56.3% | $4,232-0.5% | $2,596+62.2% |
| Participant deferral / active EE | $8,267 | $4,148+99.3% | $5,602+47.6% | $4,027+105.3% |
| Admin fee / account holder | $4 | $6,582-99.9% | $10,323-100.0% | $5,403-99.9% |