Filed February 17, 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 | $2,938 |
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 | $59,691 | $59,186+0.9% | $76,768-22.2% | $56,287+6.0% |
| Participation rate | 84.7% | 75.2%+9.5pp | 77.0%+7.8pp | 69.9%+14.9pp |
| Annual return | -5.69% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $993 | $1,759-43.5% | $2,485-60.0% | $2,111-53.0% |
| Participant deferral / active EE | $1,778 | $3,255-45.4% | $3,852-53.8% | $3,350-46.9% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.6% |