Filed July 3, 2005
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 | $3,025 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
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 | $95,511 | $74,089+28.9% | $133,980-28.7% | $55,167+73.1% |
| Participation rate | 83.4% | 84.3%-0.9pp | 87.1%-3.6pp | 69.0%+14.4pp |
| Annual return | 7.46% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,322 | $3,064-56.8% | $5,211-74.6% | $1,963-32.6% |
| Participant deferral / active EE | $4,751 | $4,678+1.6% | $6,282-24.4% | $3,054+55.6% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.3% |