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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $996 |
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 | $158,484 | $85,766+84.8% | $136,294+16.3% | $70,131+126.0% |
| Participation rate | 80.5% | 74.2%+6.3pp | 81.9%-1.4pp | 69.5%+10.9pp |
| Annual return | 20.35% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $3,745 | $2,966+26.3% | $4,695-20.2% | $2,342+59.9% |
| Participant deferral / active EE | $6,981 | $5,051+38.2% | $6,247+11.7% | $3,332+109.5% |
| Admin fee / account holder | $2 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |