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 | $105,258 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 26 · EIN 26-4789150 | Advisory (Participants) | $24,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $16,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,559 | $64,612+7.7% | $86,436-19.5% | $64,808+7.3% |
| Participation rate | 96.2% | 81.5%+14.7pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -14.42% | 0.66%-15.1pp | 4394.89%-4409.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,412 | $2,744-12.1% | $3,769-36.0% | $2,506-3.7% |
| Participant deferral / active EE | $6,814 | $7,497-9.1% | $6,952-2.0% | $4,310+58.1% |
| Admin fee / account holder | $129 | $169-23.7% | $6,731-98.1% | $188-31.3% |