Filed May 16, 2006
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 | $15,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,008 | $63,905-57.7% | $74,183-63.6% | $57,658-53.2% |
| Participation rate | 80.6% | 79.8%+0.8pp | 76.6%+3.9pp | 70.2%+10.3pp |
| Annual return | 5.62% | 60.60%-55.0pp | 17.74%-12.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,132 | $1,840-38.5% | $2,370-52.3% | $1,974-42.7% |
| Participant deferral / active EE | $1,616 | $3,448-53.1% | $3,550-54.5% | $3,061-47.2% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |