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 PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,396 |
Filed as: SECURITY ADMINISTRATORS INC Service code 13 100 COURT ST · BINGHAMTON, NY 13901 | Contract Administrator | $1,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,108 | $132,049-3.7% | $200,582-36.6% | $74,304+71.1% |
| Participation rate | 98.6% | 84.1%+14.5pp | 86.9%+11.7pp | 60.3%+38.2pp |
| Annual return | 19.07% | 22.22%-3.1pp | 42.33%-23.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $3,184 | $4,558-30.1% | $6,419-50.4% | $2,241+42.0% |
| Participant deferral / active EE | $6,260 | $7,213-13.2% | $9,331-32.9% | $3,767+66.2% |
| Admin fee / account holder | $80 | $2,405-96.7% | $16,305-99.5% | $2,969-97.3% |