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 FUNDS4 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $61,833 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $51,724 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 38-3470125 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,002 | $56,485-45.1% | $185,823-83.3% | $86,799-64.3% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 15.32% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,406 | $2,553-5.8% | $5,568-56.8% | $4,131-41.8% |
| Admin fee / account holder | $132 | $150-11.5% | $16,237-99.2% | $170-21.9% |