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 FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $51,868 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $42,005 |
NATIONAL FINANCIAL SERVICES2 years 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 | $25,738 | $52,293-50.8% | $178,490-85.6% | $73,409-64.9% |
| Participation rate | 96.7% | 65.3%+31.4pp | 81.9%+14.8pp | 72.2%+24.6pp |
| Annual return | 12.67% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,953 | $2,332-16.3% | $5,202-62.5% | $3,805-48.7% |
| Admin fee / account holder | $103 | $127-18.9% | $13,984-99.3% | $158-34.6% |