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 FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $56,271 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $44,268 |
Service code 33 · EIN 38-3470125 | Securities brokerage commissions and ... | $0 |
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 | $32,757 | $62,928-47.9% | $172,739-81.0% | $67,579-51.5% |
| Participation rate | 75.0% | 64.5%+10.6pp | 82.6%-7.6pp | 71.3%+3.8pp |
| Annual return | 17.87% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,933 | $2,145-9.9% | $5,198-62.8% | $3,539-45.4% |
| Admin fee / account holder | $142 | $167-15.0% | $13,954-99.0% | $142-0.5% |