Filed February 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 | $2,394 |
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 | $115,214 | $79,523+44.9% | $140,016-17.7% | $56,287+104.7% |
| Participation rate | 90.9% | 85.7%+5.2pp | 87.5%+3.4pp | 69.9%+21.1pp |
| Annual return | -3.68% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $5,310 | $3,350+58.5% | $5,606-5.3% | $2,111+151.5% |
| Participant deferral / active EE | $5,230 | $5,129+2.0% | $6,927-24.5% | $3,350+56.1% |
| Admin fee / account holder | $16 | $614-97.4% | $10,705-99.9% | $521-96.9% |