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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,876 |
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 | $48,034 | $37,196+29.1% | $154,107-68.8% | $55,725-13.8% |
| Participation rate | 62.3% | 64.1%-1.8pp | 83.0%-20.8pp | 70.9%-8.6pp |
| Annual return | -1.42% | 1319.68%-1321.1pp | 735.12%-736.5pp | 244.93%-246.3pp |
| Employer contribution / active EE | $1,018 | $1,614-37.0% | $5,298-80.8% | $2,078-51.0% |
| Participant deferral / active EE | $2,172 | $2,068+5.0% | $5,081-57.3% | $3,356-35.3% |
| Admin fee / account holder | $12 | $102-88.1% | $13,411-99.9% | $115-89.5% |