Filed May 8, 2003
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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,708 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,319 | $52,293+19.2% | $178,490-65.1% | $73,409-15.1% |
| Participation rate | 56.6% | 65.3%-8.7pp | 81.9%-25.3pp | 72.2%-15.6pp |
| Annual return | 13.81% | 34.75%-20.9pp | 151.07%-137.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,120 | $1,735-35.5% | $5,011-77.6% | $2,234-49.9% |
| Participant deferral / active EE | $2,356 | $2,332+1.0% | $5,202-54.7% | $3,805-38.1% |
| Admin fee / account holder | $197 | $127+55.0% | $13,984-98.6% | $158+25.0% |