Filed December 2, 2010
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 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S HOPE STREET 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $1,625 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,595 | $46,732-26.0% | $156,549-77.9% | $55,167-37.3% |
| Participation rate | 54.2% | 65.8%-11.6pp | 84.0%-29.8pp | 69.0%-14.8pp |
| Annual return | 13.84% | 17.72%-3.9pp | 32.23%-18.4pp | 169.23%-155.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,913 | $2,204+32.2% | $4,871-40.2% | $3,054-4.6% |
| Admin fee / account holder | $17 | $418-95.9% | $13,027-99.9% | $504-96.6% |