Filed March 25, 2012 (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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $15,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,358 | $57,096-45.1% | $94,224-66.7% | $55,191-43.2% |
| Participation rate | 84.4% | 75.7%+8.8pp | 78.8%+5.7pp | 69.2%+15.3pp |
| Annual return | -1.43% | 159.65%-161.1pp | 10.68%-12.1pp | 10.78%-12.2pp |
| Employer contribution / active EE | $825 | $1,708-51.7% | $3,587-77.0% | $1,899-56.5% |
| Participant deferral / active EE | $2,197 | $3,165-30.6% | $4,320-49.2% | $3,046-27.9% |
| Admin fee / account holder | $28 | $89-68.8% | $6,269-99.6% | $91-69.4% |