Filed January 31, 2006
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 | $3,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,268 | $50,898-30.7% | $171,082-79.4% | $55,167-36.1% |
| Participation rate | 84.2% | 63.3%+20.9pp | 76.7%+7.5pp | 69.0%+15.2pp |
| Annual return | 7.52% | 15.34%-7.8pp | 32.56%-25.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,577 | $1,433+10.1% | $4,002-60.6% | $1,963-19.6% |
| Participant deferral / active EE | $4,573 | $2,994+52.7% | $4,797-4.7% | $3,054+49.7% |
| Admin fee / account holder | $17 | $500-96.6% | $8,520-99.8% | $504-96.6% |