Filed November 27, 2008
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 FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $53,211 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $42,680 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,188 | $37,196-18.8% | $154,107-80.4% | $55,725-45.8% |
| Participation rate | 72.3% | 64.1%+8.2pp | 83.0%-10.7pp | 70.9%+1.5pp |
| Annual return | -3.73% | 1319.68%-1323.4pp | 735.12%-738.8pp | 244.93%-248.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,874 | $2,068-9.4% | $5,081-63.1% | $3,356-44.2% |
| Admin fee / account holder | $135 | $102+32.6% | $13,411-99.0% | $115+16.9% |