Filed December 22, 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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $190,830 | $66,302+187.8% | $110,238+73.1% | $56,287+239.0% |
| Participation rate | 75.5% | 74.9%+0.5pp | 79.8%-4.4pp | 69.9%+5.6pp |
| Annual return | 1.28% | -1.18%+2.5pp | 314.74%-313.5pp | -9.96%+11.2pp |
| Employer contribution / active EE | $3,287 | $2,047+60.6% | $3,826-14.1% | $2,111+55.7% |
| Participant deferral / active EE | $7,028 | $3,381+107.8% | $4,672+50.4% | $3,350+109.8% |
| Admin fee / account holder | $3 | $698-99.6% | $8,547-100.0% | $521-99.4% |