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) | $52,158 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,682 | $102,553-3.8% | $151,611-34.9% | $66,914+47.5% |
| Participation rate | 78.8% | 85.5%-6.8pp | 87.5%-8.7pp | 69.8%+8.9pp |
| Annual return | -14.18% | -10.82%-3.4pp | 3.33%-17.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,802 | $4,180-56.9% | $6,166-70.8% | $2,544-29.2% |
| Participant deferral / active EE | $5,136 | $6,641-22.7% | $8,363-38.6% | $4,237+21.2% |
| Admin fee / account holder | $206 | $630-67.4% | $11,616-98.2% | $593-65.4% |