Filed October 19, 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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $791 |
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 | $101,434 | $58,083+74.6% | $80,019+26.8% | $56,287+80.2% |
| Participation rate | 58.3% | 73.6%-15.4pp | 75.8%-17.6pp | 69.9%-11.6pp |
| Annual return | -3.96% | 34.61%-38.6pp | 11.22%-15.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,028 | $1,932-46.8% | $2,468-58.3% | $2,111-51.3% |
| Participant deferral / active EE | $1,760 | $3,135-43.8% | $3,686-52.2% | $3,350-47.4% |
| Admin fee / account holder | $19 | $623-96.9% | $6,521-99.7% | $521-96.3% |