Filed November 16, 2005
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 COM Service code 64 | Recordkeeping Fees | $4,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,980 | $47,977-16.7% | $154,107-74.1% | $56,287-29.0% |
| Participation rate | 53.0% | 66.2%-13.1pp | 83.0%-30.0pp | 69.9%-16.8pp |
| Annual return | -3.05% | 3.54%-6.6pp | 735.12%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $176 | $2,169-91.9% | $5,298-96.7% | $2,111-91.7% |
| Participant deferral / active EE | $1,760 | $2,392-26.4% | $5,081-65.4% | $3,350-47.5% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.7% |