Filed January 15, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 22-2940440 355 PACKETT'S LANDING · FAIRPORT, NY 14450 | Recordkeeping | $5,025 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 12711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Recordkeeping | $2,380 |
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 | $60,419 | $89,739-32.7% | $149,718-59.6% | $62,292-3.0% |
| Participation rate | 93.0% | 85.1%+7.9pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 20.62% | 21.01%-0.4pp | 1501.63%-1481.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $2,103 | $3,233-35.0% | $5,445-61.4% | $2,042+3.0% |
| Participant deferral / active EE | $3,705 | $4,797-22.8% | $6,569-43.6% | $3,169+16.9% |
| Admin fee / account holder | $53 | $551-90.3% | $11,283-99.5% | $479-88.8% |