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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $65,940 |
AMERICAN FUNDS8 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $65,382 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7 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 | $39,373 | $50,982-22.8% | $154,803-74.6% | $85,563-54.0% |
| Participation rate | 96.3% | 59.8%+36.5pp | 78.1%+18.3pp | 66.0%+30.4pp |
| Annual return | 16.49% | 30.35%-13.9pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,450 | $2,474+39.5% | $5,540-37.7% | $4,375-21.1% |
| Admin fee / account holder | $129 | $846-84.8% | $14,329-99.1% | $834-84.6% |