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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,491 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,912 |
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 | $72,501 | $50,815+42.7% | $155,509-53.4% | $77,643-6.6% |
| Participation rate | 60.1% | 63.1%-3.0pp | 78.2%-18.1pp | 70.6%-10.5pp |
| Annual return | 13.15% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,525 | $1,993-23.5% | $4,672-67.4% | $2,726-44.1% |
| Participant deferral / active EE | $2,937 | $2,822+4.1% | $5,626-47.8% | $4,647-36.8% |
| Admin fee / account holder | $260 | $437-40.5% | $15,912-98.4% | $430-39.6% |