Filed December 13, 2013
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 AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,891 | $42,548-15.6% | $74,550-51.9% | $56,287-36.2% |
| Participation rate | 46.3% | 60.5%-14.2pp | 69.1%-22.8pp | 69.9%-23.5pp |
| Annual return | -6.96% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $219 | $855-74.4% | $1,961-88.8% | $2,111-89.6% |
| Participant deferral / active EE | $1,413 | $2,277-38.0% | $3,108-54.5% | $3,350-57.8% |
| Admin fee / account holder | $2 | $467-99.6% | $5,060-100.0% | $521-99.6% |