Filed July 13, 2004
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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,160 |
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 | $132,256 | $55,449+138.5% | $83,848+57.7% | $56,287+135.0% |
| Participation rate | 87.2% | 68.0%+19.2pp | 76.1%+11.0pp | 69.9%+17.3pp |
| Annual return | 13.76% | -1.38%+15.1pp | 850.88%-837.1pp | -9.96%+23.7pp |
| Employer contribution / active EE | $4,469 | $2,430+83.9% | $3,631+23.1% | $2,111+111.7% |
| Participant deferral / active EE | $5,326 | $2,935+81.4% | $4,082+30.5% | $3,350+59.0% |
| Admin fee / account holder | $23 | $656-96.6% | $5,478-99.6% | $521-95.7% |