Filed August 14, 2003
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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,899 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS, LLC Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $12,000 |
Filed as: ANGELL PENSION GROUP, INC. Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $11,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,447 | $48,335+10.6% | $121,098-55.9% | $71,457-25.2% |
| Participation rate | 42.9% | 54.3%-11.4pp | 69.5%-26.6pp | 67.9%-25.1pp |
| Annual return | 16.35% | 23.32%-7.0pp | 985.75%-969.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $770 | $1,489-48.3% | $4,164-81.5% | $2,588-70.2% |
| Participant deferral / active EE | $3,064 | $2,754+11.3% | $4,080-24.9% | $4,289-28.6% |
| Admin fee / account holder | $228 | $1,841-87.6% | $5,644-96.0% | $1,587-85.7% |