Filed November 9, 2000
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 |
|---|---|---|
CENTENNIAL SECURITIES11+ years Service code 99 · EIN 38-2214928 3075 CHARLEVOIX DR. SE · GRAND RAPIDS, MI 49546 | Other Fees | $12,685 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,771 | $66,098-9.6% | $101,794-41.3% | $74,304-19.6% |
| Participation rate | 63.0% | 53.8%+9.3pp | 69.2%-6.2pp | 60.3%+2.7pp |
| Annual return | 17.88% | 19.59%-1.7pp | 30.53%-12.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $245 | $1,082-77.3% | $2,289-89.3% | $2,241-89.1% |
| Participant deferral / active EE | $1,487 | $2,781-46.5% | $4,084-63.6% | $3,767-60.5% |
| Admin fee / account holder | $229 | $4,146-94.5% | $8,777-97.4% | $2,969-92.3% |