Filed June 1, 1992
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 FUNDS2+ years Filed as: CAPITAL BANK & TRUST Service code 37 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Loan Processing | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,972 | $30,599+131.9% | $74,583-4.8% | $57,658+23.1% |
| Participation rate | 2.9% | 49.1%-46.3pp | 68.1%-65.2pp | 70.2%-67.3pp |
| Annual return | 7.48% | 14.24%-6.8pp | 20.47%-13.0pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $90 | $1,805-95.0% | $3,458-97.4% | $3,061-97.0% |
| Admin fee / account holder | $7 | $98-92.8% | $4,138-99.8% | $95-92.6% |