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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,035 |
LYONS & COMPANY, INC.2 years Filed as: THE LYONS NATIONAL BANK Service code 99 31 WILLIAMS STREET · LYONS, NY 14489 | Other Fees | $7,665 |
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 | $82,413 | $136,307-39.5% | $177,821-53.7% | $73,488+12.1% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.9pp | 70.7%+25.0pp |
| Annual return | 18.44% | 18.68%-0.2pp | 48.32%-29.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,707 | $3,712-27.1% | $5,918-54.3% | $2,270+19.3% |
| Participant deferral / active EE | $5,022 | $5,829-13.8% | $7,714-34.9% | $3,740+34.3% |
| Admin fee / account holder | $104 | $596-82.6% | $12,427-99.2% | $513-79.8% |