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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 | Recordkeeping Fees | $3,990 |
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 | $42,693 | $52,953-19.4% | $172,739-75.3% | $65,185-34.5% |
| Participation rate | 56.0% | 66.2%-10.2pp | 82.6%-26.6pp | 70.2%-14.2pp |
| Annual return | 16.13% | 30.12%-14.0pp | 802.84%-786.7pp | 29.38%-13.2pp |
| Employer contribution / active EE | $186 | $2,190-91.5% | $5,143-96.4% | $2,177-91.5% |
| Participant deferral / active EE | $1,898 | $2,471-23.2% | $5,198-63.5% | $3,514-46.0% |
| Admin fee / account holder | $25 | $472-94.8% | $13,954-99.8% | $847-97.1% |