Filed April 30, 2013
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 | $3,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,435 | $53,412+30.0% | $68,509+1.4% | $52,331+32.7% |
| Participation rate | 56.9% | 71.7%-14.8pp | 74.7%-17.9pp | 68.1%-11.2pp |
| Annual return | -0.41% | 3.42%-3.8pp | 8.27%-8.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,229 | $1,607-23.5% | $2,278-46.1% | $1,882-34.7% |
| Participant deferral / active EE | $2,508 | $2,688-6.7% | $3,382-25.8% | $3,022-17.0% |
| Admin fee / account holder | $29 | $461-93.7% | $5,275-99.4% | $592-95.1% |