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) | $26,368 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,506 |
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 | $54,059 | $46,292+16.8% | $143,757-62.4% | $64,808-16.6% |
| Participation rate | 59.3% | 64.2%-4.9pp | 80.3%-21.0pp | 71.5%-12.1pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,795 | $1,910-6.0% | $4,951-63.7% | $2,506-28.4% |
| Participant deferral / active EE | $2,594 | $2,646-1.9% | $5,637-54.0% | $4,310-39.8% |
| Admin fee / account holder | $215 | $154+40.0% | $14,673-98.5% | $188+14.6% |