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 FUNDS3+ years Filed as: CAPITAL BANK & TRUST Service code 37 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Loan Processing | $2,386 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 70 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Consulting Fees | $208 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,791 | $31,424+153.9% | $81,478-2.1% | $69,631+14.6% |
| Participation rate | 2.5% | 50.8%-48.3pp | 68.0%-65.4pp | 70.7%-68.2pp |
| Annual return | 19.49% | 22.44%-2.9pp | 38.78%-19.3pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $75 | $1,838-95.9% | $3,537-97.9% | $3,224-97.7% |
| Admin fee / account holder | $67 | $103-35.1% | $4,561-98.5% | $110-39.7% |