Filed January 21, 2009 (most recent of 2 filings on file)
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 | $68,725 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $64,560 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,448 | $48,669-23.1% | $93,654-60.0% | $199,768-81.3% |
| Participation rate | 90.7% | 63.7%+27.0pp | 68.7%+22.0pp | 72.0%+18.7pp |
| Annual return | 14.50% | 15.38%-0.9pp | 133.34%-118.8pp | 34.26%-19.8pp |
| Employer contribution / active EE | $137 | $1,137-88.0% | $2,421-94.3% | $3,037-95.5% |
| Participant deferral / active EE | $4,180 | $2,823+48.1% | $4,413-5.3% | $5,090-17.9% |
| Admin fee / account holder | $65 | $195-66.6% | $8,282-99.2% | $269-75.8% |