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) | $58,462 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,331 | $121,341+3.3% | $189,513-33.9% | $79,386+57.9% |
| Participation rate | 76.9% | 86.1%-9.2pp | 87.8%-11.0pp | 70.7%+6.2pp |
| Annual return | 15.23% | 21.08%-5.9pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,124 | $3,915-45.7% | $6,162-65.5% | $2,427-12.5% |
| Participant deferral / active EE | $5,051 | $6,395-21.0% | $8,221-38.6% | $4,046+24.8% |
| Admin fee / account holder | $247 | $651-62.0% | $12,045-97.9% | $626-60.5% |