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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $26,556 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,814 |
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 | $62,280 | $47,126+32.2% | $149,673-58.4% | $74,419-16.3% |
| Participation rate | 61.4% | 63.4%-2.0pp | 78.8%-17.3pp | 70.7%-9.3pp |
| Annual return | 18.06% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,378 | $1,905-27.7% | $4,818-71.4% | $2,637-47.8% |
| Participant deferral / active EE | $2,787 | $2,728+2.2% | $5,680-50.9% | $4,528-38.5% |
| Admin fee / account holder | $209 | $343-39.1% | $13,210-98.4% | $348-40.0% |