Filed July 8, 2009
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 | $1,037 |
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 | $118,513 | $72,177+64.2% | $115,037+3.0% | $59,632+98.7% |
| Participation rate | 83.0% | 72.6%+10.4pp | 81.4%+1.6pp | 68.7%+14.3pp |
| Annual return | 1.26% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $6,611 | $2,841+132.7% | $4,608+43.5% | $2,203+200.1% |
| Participant deferral / active EE | $6,758 | $4,783+41.3% | $6,026+12.1% | $3,192+111.7% |
| Admin fee / account holder | $89 | $4,927-98.2% | $8,175-98.9% | $4,297-97.9% |