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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,227 |
LYONS & COMPANY, INC.1 year Filed as: THE LYONS NATIONAL BANK Service code 99 31 WILLIAMS STREET · LYONS, NY 14489 | Other Fees | $8,450 |
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 | $77,933 | $98,982-21.3% | $162,163-51.9% | $65,185+19.6% |
| Participation rate | 95.0% | 85.8%+9.2pp | 87.6%+7.5pp | 70.2%+24.8pp |
| Annual return | 21.63% | 24.84%-3.2pp | 115.59%-94.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,472 | $3,467-28.7% | $5,614-56.0% | $2,177+13.6% |
| Participant deferral / active EE | $4,563 | $5,384-15.3% | $7,298-37.5% | $3,514+29.9% |
| Admin fee / account holder | $99 | $596-83.3% | $10,843-99.1% | $847-88.3% |