Filed May 8, 2003
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 | $3,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,315 | $46,173+13.3% | $170,442-69.3% | $69,631-24.9% |
| Participation rate | 60.2% | 63.9%-3.7pp | 83.6%-23.4pp | 70.7%-10.5pp |
| Annual return | 16.92% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,742 | $1,610+8.2% | $5,433-67.9% | $2,032-14.3% |
| Participant deferral / active EE | $2,081 | $2,0800% | $4,939-57.9% | $3,224-35.5% |
| Admin fee / account holder | $17 | $116-85.3% | $13,880-99.9% | $110-84.6% |