Filed May 20, 2013
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 | $2,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,447 | $45,283-43.8% | $155,790-83.7% | $52,331-51.4% |
| Participation rate | 66.0% | 62.2%+3.8pp | 76.1%-10.1pp | 68.1%-2.1pp |
| Annual return | -7.58% | 1.80%-9.4pp | 71.54%-79.1pp | 4.54%-12.1pp |
| Employer contribution / active EE | $553 | $1,329-58.4% | $3,836-85.6% | $1,882-70.6% |
| Participant deferral / active EE | $2,543 | $2,854-10.9% | $4,797-47.0% | $3,022-15.9% |
| Admin fee / account holder | $13 | $981-98.6% | $7,478-99.8% | $592-97.8% |