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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,768 |
Filed as: ANGELL PENSION GROUP, INC. Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $14,691 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $12,000 |
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 | $54,222 | $52,406+3.5% | $129,207-58.0% | $74,495-27.2% |
| Participation rate | 50.0% | 53.8%-3.8pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 13.57% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,539 | $1,531+0.5% | $4,153-63.0% | $2,623-41.3% |
| Participant deferral / active EE | $3,162 | $2,794+13.2% | $4,168-24.1% | $4,346-27.2% |
| Admin fee / account holder | $221 | $2,633-91.6% | $7,715-97.1% | $1,942-88.6% |