Filed October 18, 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 | $7,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,035 | $46,173-45.8% | $170,442-85.3% | $69,631-64.0% |
| Participation rate | 19.0% | 63.9%-44.9pp | 83.6%-64.6pp | 70.7%-51.7pp |
| Annual return | 18.96% | 21.62%-2.7pp | 205.93%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $408 | $1,610-74.6% | $5,433-92.5% | $2,032-79.9% |
| Participant deferral / active EE | $664 | $2,080-68.1% | $4,939-86.6% | $3,224-79.4% |
| Admin fee / account holder | $8 | $116-93.3% | $13,880-99.9% | $110-92.9% |