Filed March 20, 2011 (most recent of 3 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 FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,926 | $89,739-64.4% | $149,718-78.7% | $62,292-48.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.49% | 21.01%+0.5pp | 1501.63%-1480.1pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,067 | $3,233-36.1% | $5,445-62.0% | $2,042+1.2% |
| Participant deferral / active EE | $3,330 | $4,797-30.6% | $6,569-49.3% | $3,169+5.1% |
| Admin fee / account holder | $13 | $551-97.7% | $11,283-99.9% | $479-97.4% |