Filed November 22, 2004
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 | $1,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,147 | $107,440-56.1% | $105,738-55.4% | $55,725-15.4% |
| Participation rate | 37.6% | 55.5%-17.9pp | 76.3%-38.7pp | 70.9%-33.2pp |
| Annual return | -6.25% | -0.59%-5.7pp | 6.27%-12.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,082 | $1,448-25.3% | $3,268-66.9% | $2,078-47.9% |
| Participant deferral / active EE | $1,989 | $2,171-8.4% | $4,080-51.2% | $3,356-40.7% |
| Admin fee / account holder | $10 | $283-96.3% | $6,913-99.8% | $115-91.0% |