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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $16,340 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,765 | $65,118-46.6% | $76,768-54.7% | $55,725-37.6% |
| Participation rate | 84.4% | 79.6%+4.8pp | 77.0%+7.5pp | 70.9%+13.6pp |
| Annual return | -0.76% | -1.27%+0.5pp | 2.43%-3.2pp | 244.93%-245.7pp |
| Employer contribution / active EE | $1,640 | $1,941-15.5% | $2,485-34.0% | $2,078-21.1% |
| Participant deferral / active EE | $2,486 | $3,688-32.6% | $3,852-35.5% | $3,356-25.9% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |