Filed January 9, 2008
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 | $1,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,218 | $64,909+74.4% | $82,313+37.5% | $62,292+81.8% |
| Participation rate | 82.2% | 74.9%+7.4pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 20.00% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,916 | $1,676+74.0% | $2,428+20.1% | $2,042+42.8% |
| Participant deferral / active EE | $2,289 | $3,103-26.2% | $3,706-38.2% | $3,169-27.8% |
| Admin fee / account holder | $15 | $440-96.7% | $5,608-99.7% | $479-97.0% |