Filed July 10, 2005 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $110,266 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $16,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,842 | $78,781-3.7% | $100,516-24.5% | $73,409+3.3% |
| Participation rate | 95.2% | 80.0%+15.1pp | 79.4%+15.8pp | 72.2%+23.0pp |
| Annual return | 15.06% | 31.69%-16.6pp | 30.89%-15.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,678 | $2,420-30.7% | $3,418-50.9% | $2,234-24.9% |
| Participant deferral / active EE | $6,237 | $6,537-4.6% | $6,270-0.5% | $3,805+63.9% |
| Admin fee / account holder | $111 | $145-23.8% | $8,081-98.6% | $158-29.8% |