Filed December 30, 1997
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 | $4,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,955 | $46,732-50.9% | $156,549-85.3% | $55,167-58.4% |
| Participation rate | 53.2% | 65.8%-12.6pp | 84.0%-30.8pp | 69.0%-15.8pp |
| Annual return | 3.35% | 17.72%-14.4pp | 32.23%-28.9pp | 169.23%-165.9pp |
| Employer contribution / active EE | $534 | $2,105-74.6% | $5,501-90.3% | $1,963-72.8% |
| Participant deferral / active EE | $1,805 | $2,204-18.1% | $4,871-62.9% | $3,054-40.9% |
| Admin fee / account holder | $49 | $418-88.3% | $13,027-99.6% | $504-90.3% |