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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $20,736 |
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 | $36,071 | $69,305-48.0% | $82,313-56.2% | $69,631-48.2% |
| Participation rate | 82.3% | 80.3%+2.0pp | 76.9%+5.4pp | 70.7%+11.6pp |
| Annual return | 16.19% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,550 | $1,887-17.8% | $2,428-36.2% | $2,032-23.7% |
| Participant deferral / active EE | $2,213 | $3,568-38.0% | $3,706-40.3% | $3,224-31.3% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |