Filed June 10, 2005
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 | $1,598 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $165,633 | $80,753+105.1% | $136,294+21.5% | $62,292+165.9% |
| Participation rate | 83.8% | 73.5%+10.3pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 23.06% | 35.83%-12.8pp | 5155.94%-5132.9pp | 28.90%-5.8pp |
| Employer contribution / active EE | $2,596 | $2,884-10.0% | $4,695-44.7% | $2,042+27.1% |
| Participant deferral / active EE | $7,175 | $5,164+38.9% | $6,247+14.9% | $3,169+126.4% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |