Filed January 14, 2006 (most recent of 2 filings on file)
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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,462 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,932 | $74,089-24.5% | $133,980-58.3% | $55,167+1.4% |
| Participation rate | 93.6% | 84.3%+9.3pp | 87.1%+6.5pp | 69.0%+24.6pp |
| Annual return | 7.30% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,394 | $3,064-21.9% | $5,211-54.1% | $1,963+22.0% |
| Participant deferral / active EE | $2,939 | $4,678-37.2% | $6,282-53.2% | $3,054-3.8% |
| Admin fee / account holder | $11 | $458-97.6% | $9,324-99.9% | $504-97.9% |