Filed January 3, 2012
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 FUNDS2 years Filed as: CAPITAL CITY INS GROUP LLC Service code 55 3789 ATTUCKS DR · POWELL, OH 43065 | Other Commissions | $59,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $332,085-100.0% | $149,673-100.0% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 17.69% | 51.04%-33.4pp | 134.42%-116.7pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,818-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,680-100.0% | - |
| Admin fee / account holder | $0 | $47,995-100.0% | $13,210-100.0% | - |