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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
Annual investment return 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 | $207,906 | $91,538+127.1% | $129,995+59.9% | $75,163+176.6% |
| Participation rate | 89.9% | 71.4%+18.4pp | 78.5%+11.4pp | 67.2%+22.7pp |
| Annual return | 6.21% | -631.11%+637.3pp | -137.18%+143.4pp | 160.62%-154.4pp |
| Employer contribution / active EE | $4,494 | $2,845+58.0% | $4,320+4.0% | $2,670+68.3% |
| Participant deferral / active EE | $9,247 | $4,341+113.0% | $5,820+58.9% | $4,125+124.2% |
| Admin fee / account holder | $5 | $6,790-99.9% | $10,614-100.0% | $5,651-99.9% |