Filed July 17, 1995
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 | $2,150 |
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 | $36,073 | $56,287-35.9% | $54,726-34.1% | $56,287-35.9% |
| Participation rate | 82.5% | 69.9%+12.7pp | 79.1%+3.4pp | 69.9%+12.7pp |
| Annual return | 10.34% | -9.96%+20.3pp | -4.56%+14.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $909 | $2,111-57.0% | $3,449-73.7% | $2,111-57.0% |
| Participant deferral / active EE | $2,283 | $3,350-31.8% | $3,953-42.2% | $3,350-31.8% |
| Admin fee / account holder | $8 | $521-98.5% | $3,818-99.8% | $521-98.5% |