Filed August 14, 2007 (most recent of 3 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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,073 |
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 | $54,287 | $70,667-23.2% | $123,104-55.9% | $52,331+3.7% |
| Participation rate | 97.8% | 83.7%+14.1pp | 86.8%+11.0pp | 68.1%+29.7pp |
| Annual return | 0.12% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,371 | $2,946-53.4% | $5,151-73.4% | $1,882-27.1% |
| Participant deferral / active EE | $3,197 | $4,493-28.8% | $6,230-48.7% | $3,022+5.8% |
| Admin fee / account holder | $20 | $506-96.1% | $9,015-99.8% | $592-96.7% |