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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,768 | $71,192+23.3% | $117,854-25.5% | $62,292+40.9% |
| Participation rate | 86.5% | 74.2%+12.3pp | 79.7%+6.8pp | 69.5%+17.0pp |
| Annual return | 16.41% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $64 | $1,934-96.7% | $3,786-98.3% | $2,042-96.9% |
| Participant deferral / active EE | $4,491 | $3,189+40.8% | $4,482+0.2% | $3,169+41.7% |
| Admin fee / account holder | $24 | $587-95.9% | $8,020-99.7% | $479-95.0% |