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) | $51,649 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,694 |
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 | $112,898 | $129,021-12.5% | $184,203-38.7% | $77,643+45.4% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.8%-16.8pp | 70.6%-0.5pp |
| Annual return | 12.30% | 33.27%-21.0pp | 28.81%-16.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,173 | $4,413-50.8% | $6,427-66.2% | $2,726-20.3% |
| Participant deferral / active EE | $5,093 | $7,297-30.2% | $9,131-44.2% | $4,647+9.6% |
| Admin fee / account holder | $206 | $254-19.0% | $13,901-98.5% | $430-52.2% |