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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $48,319 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,069 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,690 | $130,194-18.8% | $169,993-37.8% | $71,457+47.9% |
| Participation rate | 75.3% | 86.1%-10.8pp | 87.0%-11.7pp | 67.9%+7.4pp |
| Annual return | 13.82% | 20.37%-6.5pp | 53.37%-39.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,330 | $4,381-46.8% | $6,785-65.7% | $2,588-10.0% |
| Participant deferral / active EE | $5,177 | $6,923-25.2% | $10,408-50.3% | $4,289+20.7% |
| Admin fee / account holder | $190 | $966-80.4% | $12,815-98.5% | $1,587-88.1% |