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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,519 |
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 | $55,936 | $74,089-24.5% | $133,980-58.3% | $55,167+1.4% |
| Participation rate | 99.2% | 84.3%+14.9pp | 87.1%+12.1pp | 69.0%+30.2pp |
| Annual return | 8.12% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,370 | $3,064-55.3% | $5,211-73.7% | $1,963-30.2% |
| Participant deferral / active EE | $3,082 | $4,678-34.1% | $6,282-50.9% | $3,054+0.9% |
| Admin fee / account holder | $16 | $458-96.4% | $9,324-99.8% | $504-96.8% |