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 FUNDS6 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $60,243 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $51,181 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,933 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 38-3470125 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,946 | $47,126-38.6% | $149,673-80.7% | $74,419-61.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 19.17% | 22.75%-3.6pp | 134.42%-115.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,492 | $2,728-8.7% | $5,680-56.1% | $4,528-45.0% |
| Admin fee / account holder | $119 | $343-65.3% | $13,210-99.1% | $348-65.8% |