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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,037 |
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 | $85,925 | $50,898+68.8% | $171,082-49.8% | $55,167+55.8% |
| Participation rate | 97.0% | 63.3%+33.8pp | 76.7%+20.3pp | 69.0%+28.0pp |
| Annual return | 8.78% | 15.34%-6.6pp | 32.56%-23.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,293 | $1,433+60.0% | $4,002-42.7% | $1,963+16.8% |
| Participant deferral / active EE | $5,630 | $2,994+88.0% | $4,797+17.4% | $3,054+84.3% |
| Admin fee / account holder | $11 | $500-97.8% | $8,520-99.9% | $504-97.8% |