Filed July 6, 2016
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 AND MANAGEMENT COM Service code 64 | Recordkeeping Fees | $2,113 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $23,841 | $62,928-62.1% | $172,739-86.2% | $67,579-64.7% |
| Participation rate | 71.3% | 64.5%+6.8pp | 82.6%-11.4pp | 71.3%0pp |
| Annual return | 5.83% | 30.36%-24.5pp | 802.84%-797.0pp | 378.56%-372.7pp |
| Employer contribution / active EE | $1,761 | $1,636+7.6% | $5,143-65.8% | $2,148-18.0% |
| Participant deferral / active EE | $1,583 | $2,145-26.2% | $5,198-69.6% | $3,539-55.3% |
| Admin fee / account holder | $3 | $167-97.9% | $13,954-100.0% | $142-97.5% |