Filed November 8, 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 | $1,000 |
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 | $73,757 | $48,076+53.4% | $78,689-6.3% | $62,891+17.3% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.8pp | 69.3%+27.1pp |
| Annual return | 6.04% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,887 | $2,015-6.4% | $2,851-33.8% | $2,281-17.3% |
| Participant deferral / active EE | $3,617 | $2,588+39.8% | $3,517+2.9% | $3,203+12.9% |
| Admin fee / account holder | $6 | $3,207-99.8% | $4,510-99.9% | $4,296-99.9% |