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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,875 |
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 | $28,925 | $107,378-73.1% | $108,579-73.4% | $57,658-49.8% |
| Participation rate | 88.6% | 77.1%+11.5pp | 79.6%+9.0pp | 70.2%+18.3pp |
| Annual return | 8.66% | 12.80%-4.1pp | -51.70%+60.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $811 | $1,782-54.5% | $3,758-78.4% | $1,974-58.9% |
| Participant deferral / active EE | $2,225 | $3,221-30.9% | $4,311-48.4% | $3,061-27.3% |
| Admin fee / account holder | $12 | $108-89.2% | $7,645-99.8% | $95-87.6% |