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 FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,379 |
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 | $44,432 | $58,879-24.5% | $178,490-75.1% | $73,488-39.5% |
| Participation rate | 56.8% | 66.2%-9.4pp | 81.9%-25.1pp | 70.7%-13.8pp |
| Annual return | 10.66% | 24.86%-14.2pp | 151.07%-140.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $205 | $2,236-90.8% | $5,011-95.9% | $2,270-91.0% |
| Participant deferral / active EE | $2,054 | $2,567-20.0% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $33 | $400-91.7% | $13,984-99.8% | $513-93.5% |