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 FUNDS5 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $59,111 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $48,489 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,844 |
NATIONAL FINANCIAL SERVICES4 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 | $25,592 | $46,292-44.7% | $143,757-82.2% | $64,808-60.5% |
| Participation rate | 96.1% | 64.2%+31.9pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -16.09% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,612 | $2,646-1.3% | $5,637-53.7% | $4,310-39.4% |
| Admin fee / account holder | $126 | $154-17.8% | $14,673-99.1% | $188-32.7% |