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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,704 |
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 | $26,736 | $50,898-47.5% | $171,082-84.4% | $55,167-51.5% |
| Participation rate | 85.4% | 63.3%+22.2pp | 76.7%+8.8pp | 69.0%+16.5pp |
| Annual return | 8.79% | 15.34%-6.6pp | 32.56%-23.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $741 | $1,433-48.3% | $4,002-81.5% | $1,963-62.2% |
| Participant deferral / active EE | $3,270 | $2,994+9.2% | $4,797-31.8% | $3,054+7.1% |
| Admin fee / account holder | $50 | $500-90.0% | $8,520-99.4% | $504-90.1% |