Filed April 22, 2010 (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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $79,963 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,509 | $54,193+85.5% | $93,654+7.3% | $77,671+29.4% |
| Participation rate | 87.4% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.9pp |
| Annual return | 17.60% | 30.54%-12.9pp | 133.34%-115.7pp | 31.21%-13.6pp |
| Employer contribution / active EE | $972 | $1,168-16.8% | $2,421-59.9% | $2,726-64.4% |
| Participant deferral / active EE | $5,154 | $3,144+63.9% | $4,413+16.8% | $4,648+10.9% |
| Admin fee / account holder | $0 | $576-100.0% | $8,282-100.0% | $430-100.0% |