Filed February 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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,914 |
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 | $47,995 | $72,770-34.0% | $67,652-29.1% | $55,191-13.0% |
| Participation rate | 99.2% | 78.8%+20.4pp | 75.7%+23.5pp | 69.2%+30.0pp |
| Annual return | 4.83% | -3.26%+8.1pp | 6625.04%-6620.2pp | 10.78%-5.9pp |
| Employer contribution / active EE | $1,502 | $1,769-15.1% | $2,266-33.7% | $1,899-20.9% |
| Participant deferral / active EE | $4,389 | $3,408+28.8% | $3,560+23.3% | $3,046+44.1% |
| Admin fee / account holder | $19 | $79-76.5% | $4,821-99.6% | $91-79.6% |