Filed October 18, 2004 (most recent of 2 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 | $1,331 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,969 | $25,723+137.0% | $69,182-11.9% | $55,167+10.5% |
| Participation rate | 79.8% | 39.4%+40.4pp | 55.1%+24.7pp | 69.0%+10.8pp |
| Annual return | 2.27% | 9.56%-7.3pp | -21.93%+24.2pp | 169.23%-167.0pp |
| Employer contribution / active EE | $2,113 | $480+339.9% | $1,206+75.2% | $1,963+7.7% |
| Participant deferral / active EE | $3,638 | $963+277.6% | $1,897+91.8% | $3,054+19.1% |
| Admin fee / account holder | $11 | $365-96.9% | $2,697-99.6% | $504-97.7% |