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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,950 |
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 | $65,228 | $81,537-20.0% | $149,718-56.4% | $69,631-6.3% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 18.59% | 22.79%-4.2pp | 1501.63%-1483.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,314 | $3,239-59.4% | $5,445-75.9% | $2,032-35.3% |
| Participant deferral / active EE | $3,013 | $4,994-39.7% | $6,569-54.1% | $3,224-6.5% |
| Admin fee / account holder | $17 | $107-84.0% | $11,283-99.8% | $110-84.5% |