Filed July 28, 2008
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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,219 |
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 | $86,559 | $45,283+91.1% | $155,790-44.4% | $52,331+65.4% |
| Participation rate | 98.1% | 62.2%+35.9pp | 76.1%+22.0pp | 68.1%+30.0pp |
| Annual return | 0.23% | 1.80%-1.6pp | 71.54%-71.3pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,415 | $1,329+81.7% | $3,836-37.1% | $1,882+28.3% |
| Participant deferral / active EE | $5,937 | $2,854+108.0% | $4,797+23.8% | $3,022+96.5% |
| Admin fee / account holder | $13 | $981-98.7% | $7,478-99.8% | $592-97.8% |