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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,287 |
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 | $100,625 | $52,639+91.2% | $185,117-45.6% | $62,292+61.5% |
| Participation rate | 97.1% | 63.9%+33.2pp | 77.3%+19.8pp | 69.5%+27.5pp |
| Annual return | 18.41% | 19.57%-1.2pp | 40.50%-22.1pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,497 | $1,483+68.4% | $4,182-40.3% | $2,042+22.3% |
| Participant deferral / active EE | $6,047 | $3,097+95.3% | $5,045+19.9% | $3,169+90.8% |
| Admin fee / account holder | $11 | $374-96.9% | $8,159-99.9% | $479-97.6% |