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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $13,099 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,370 | $71,666-60.4% | $117,854-75.9% | $69,631-59.3% |
| Participation rate | 87.9% | 77.5%+10.4pp | 79.7%+8.2pp | 70.7%+17.2pp |
| Annual return | 14.75% | 18.86%-4.1pp | 335.08%-320.3pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $843 | $1,889-55.4% | $3,786-77.7% | $2,032-58.5% |
| Participant deferral / active EE | $2,295 | $3,340-31.3% | $4,482-48.8% | $3,224-28.8% |
| Admin fee / account holder | $17 | $120-85.9% | $8,020-99.8% | $110-84.7% |