Filed July 3, 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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,491 |
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 | $100,534 | $79,523+26.4% | $140,016-28.2% | $56,287+78.6% |
| Participation rate | 84.6% | 85.7%-1.1pp | 87.5%-2.9pp | 69.9%+14.7pp |
| Annual return | -2.25% | 2.39%-4.6pp | 651.12%-653.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,741 | $3,350-48.0% | $5,606-69.0% | $2,111-17.5% |
| Participant deferral / active EE | $5,451 | $5,129+6.3% | $6,927-21.3% | $3,350+62.7% |
| Admin fee / account holder | $15 | $614-97.6% | $10,705-99.9% | $521-97.2% |