Filed February 14, 2012 (most recent of 3 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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $50,000 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,667 |
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 | $26,155 | $57,606-54.6% | $67,313-61.1% | $75,289-65.3% |
| Participation rate | 84.9% | 68.2%+16.7pp | 69.1%+15.8pp | 72.4%+12.5pp |
| Annual return | -4.70% | -0.47%-4.2pp | -4.08%-0.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,192 | $2,206-46.0% | $2,566-53.6% | $2,405-50.4% |
| Participant deferral / active EE | $3,013 | $3,195-5.7% | $3,568-15.6% | $3,739-19.4% |
| Admin fee / account holder | $116 | $83+40.6% | $4,507-97.4% | $102+13.7% |