Filed October 18, 2004 (most recent of 3 filings on file)
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 | $2,804 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,958 | $74,089+2.5% | $133,980-43.3% | $55,167+37.7% |
| Participation rate | 82.3% | 84.3%-2.0pp | 87.1%-4.8pp | 69.0%+13.3pp |
| Annual return | 7.93% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,568 | $3,064-48.8% | $5,211-69.9% | $1,963-20.1% |
| Participant deferral / active EE | $2,754 | $4,678-41.1% | $6,282-56.2% | $3,054-9.8% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.7% |