Filed February 17, 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: FOCUS OPERATING LLC DBA JFS WEALTH Service code 99 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Other Fees | $28,370 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,963 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,324 | $79,171+4.0% | $102,423-19.6% | $74,495+10.5% |
| Participation rate | 73.7% | 74.8%-1.1pp | 76.5%-2.8pp | 67.2%+6.5pp |
| Annual return | 15.91% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,924 | $2,362-18.5% | $3,023-36.4% | $2,623-26.6% |
| Participant deferral / active EE | $2,966 | $4,415-32.8% | $5,053-41.3% | $4,346-31.7% |
| Admin fee / account holder | $151 | $2,001-92.4% | $9,451-98.4% | $1,942-92.2% |