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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $24,906 |
Filed as: SECURITY ADMINISTRATORS INC. Service code 13 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NC 13901 | Contract Administrator | $2,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,268 | $122,239-21.2% | $184,203-47.7% | $74,495+29.2% |
| Participation rate | 94.9% | 85.5%+9.4pp | 86.8%+8.1pp | 67.2%+27.7pp |
| Annual return | 15.03% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,968 | $4,537-34.6% | $6,427-53.8% | $2,623+13.2% |
| Participant deferral / active EE | $5,857 | $7,139-18.0% | $9,131-35.9% | $4,346+34.8% |
| Admin fee / account holder | $86 | $1,260-93.1% | $13,901-99.4% | $1,942-95.5% |