Filed March 8, 2016
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 | $5,144 |
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 | $76,247 | $63,924+19.3% | $108,579-29.8% | $55,167+38.2% |
| Participation rate | 91.7% | 74.3%+17.4pp | 79.6%+12.2pp | 69.0%+22.7pp |
| Annual return | 9.35% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,770 | $1,879-5.8% | $3,758-52.9% | $1,963-9.8% |
| Participant deferral / active EE | $5,976 | $3,067+94.9% | $4,311+38.6% | $3,054+95.7% |
| Admin fee / account holder | $22 | $618-96.5% | $7,645-99.7% | $504-95.7% |