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) | $49,432 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,250 |
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 | $111,817 | $136,307-18.0% | $177,821-37.1% | $73,488+52.2% |
| Participation rate | 77.9% | 86.1%-8.2pp | 87.7%-9.8pp | 70.7%+7.2pp |
| Annual return | 14.72% | 18.68%-4.0pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,869 | $3,712-49.6% | $5,918-68.4% | $2,270-17.7% |
| Participant deferral / active EE | $4,833 | $5,829-17.1% | $7,714-37.3% | $3,740+29.3% |
| Admin fee / account holder | $208 | $596-65.0% | $12,427-98.3% | $513-59.4% |