Filed January 14, 1999
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 | $2,646 |
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 | $82,632 | $89,739-7.9% | $149,718-44.8% | $62,292+32.7% |
| Participation rate | 95.1% | 85.1%+10.0pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 17.28% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,992 | $3,233+23.5% | $5,445-26.7% | $2,042+95.5% |
| Participant deferral / active EE | $3,068 | $4,797-36.0% | $6,569-53.3% | $3,169-3.2% |
| Admin fee / account holder | $15 | $551-97.3% | $11,283-99.9% | $479-96.9% |