Filed July 6, 2016
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 RESEARCH AND MANAGEMENT COM Service code 64 | Recordkeeping Fees | $2,713 |
Filed as: MORGAN STANLEY SMITH BARNEY. LLC Service code 55 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,231 | $46,173-47.5% | $170,442-85.8% | $69,631-65.2% |
| Participation rate | 72.9% | 63.9%+9.0pp | 83.6%-10.7pp | 70.7%+2.2pp |
| Annual return | 58.65% | 21.62%+37.0pp | 205.93%-147.3pp | 27571.02%-27512.4pp |
| Employer contribution / active EE | $2,255 | $1,610+40.1% | $5,433-58.5% | $2,032+11.0% |
| Participant deferral / active EE | $1,565 | $2,080-24.7% | $4,939-68.3% | $3,224-51.4% |
| Admin fee / account holder | $7 | $116-93.9% | $13,880-99.9% | $110-93.6% |