Filed January 18, 2018 (most recent of 2 filings on file)
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 | $3,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,391 | $36,916-39.3% | $156,549-85.7% | $57,658-61.2% |
| Participation rate | 73.0% | 63.4%+9.6pp | 84.0%-11.0pp | 70.2%+2.8pp |
| Annual return | 6.16% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $925 | $1,571-41.1% | $5,501-83.2% | $1,974-53.1% |
| Participant deferral / active EE | $1,743 | $1,926-9.5% | $4,871-64.2% | $3,061-43.0% |
| Admin fee / account holder | $9 | $82-89.5% | $13,027-99.9% | $95-90.9% |