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 FUNDS7 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $74,305 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $63,460 |
Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $1,720 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $51 |
NATIONAL FINANCIAL SERVICES6 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 | $34,721 | $50,815-31.7% | $155,509-77.7% | $77,643-55.3% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.2pp | 70.6%+23.8pp |
| Annual return | 19.78% | 34.80%-15.0pp | 64.67%-44.9pp | 31.24%-11.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,941 | $2,822+4.2% | $5,626-47.7% | $4,647-36.7% |
| Admin fee / account holder | $144 | $437-67.0% | $15,912-99.1% | $430-66.5% |