Filed February 24, 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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,140 | $56,897+65.5% | $84,750+11.1% | $62,891+49.7% |
| Participation rate | 67.1% | 68.5%-1.5pp | 76.6%-9.5pp | 69.3%-2.2pp |
| Annual return | 7.55% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,154 | $2,400-51.9% | $3,574-67.7% | $2,281-49.4% |
| Participant deferral / active EE | $4,726 | $2,709+74.5% | $3,712+27.3% | $3,203+47.6% |
| Admin fee / account holder | $6 | $3,581-99.8% | $5,332-99.9% | $4,296-99.9% |