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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $49,355 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,300 |
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 | $109,928 | $98,982+11.1% | $162,163-32.2% | $65,185+68.6% |
| Participation rate | 79.1% | 85.8%-6.6pp | 87.6%-8.4pp | 70.2%+8.9pp |
| Annual return | 20.29% | 24.84%-4.6pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,655 | $3,467-52.3% | $5,614-70.5% | $2,177-24.0% |
| Participant deferral / active EE | $4,760 | $5,384-11.6% | $7,298-34.8% | $3,514+35.5% |
| Admin fee / account holder | $223 | $596-62.7% | $10,843-97.9% | $847-73.7% |