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 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $55,258 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,258 | $131,799-18.6% | $200,582-46.5% | $85,563+25.4% |
| Participation rate | 77.9% | 87.9%-10.0pp | 86.9%-9.0pp | 66.0%+11.9pp |
| Annual return | 16.20% | 21.59%-5.4pp | 42.33%-26.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,608 | $4,532-42.5% | $6,419-59.4% | $2,654-1.7% |
| Participant deferral / active EE | $5,019 | $7,702-34.8% | $9,331-46.2% | $4,375+14.7% |
| Admin fee / account holder | $187 | $235-20.3% | $16,305-98.9% | $834-77.5% |