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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,312 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,530 | $63,346+41.3% | $92,233-2.9% | $70,131+27.7% |
| Participation rate | 83.1% | 68.7%+14.4pp | 76.5%+6.6pp | 69.5%+13.5pp |
| Annual return | 16.68% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,214 | $2,471-50.9% | $3,679-67.0% | $2,342-48.2% |
| Participant deferral / active EE | $5,564 | $2,854+95.0% | $3,897+42.8% | $3,332+67.0% |
| Admin fee / account holder | $14 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |