Filed January 15, 2002 (most recent of 2 filings on file)
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 CO Service code 15 · EIN 95-6817943 12711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Recordkeeping | $1,737 |
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 | $60,072 | $79,523-24.5% | $140,016-57.1% | $56,287+6.7% |
| Participation rate | 92.9% | 85.7%+7.1pp | 87.5%+5.4pp | 69.9%+23.0pp |
| Annual return | -4.82% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,219 | $3,350-33.8% | $5,606-60.4% | $2,111+5.1% |
| Participant deferral / active EE | $3,985 | $5,129-22.3% | $6,927-42.5% | $3,350+19.0% |
| Admin fee / account holder | $10 | $614-98.4% | $10,705-99.9% | $521-98.1% |