Filed December 29, 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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,050 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH · OMAHA, NE 68154 | Securities brokerage | $250 |
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 | $228,720 | $52,953+331.9% | $172,739+32.4% | $65,185+250.9% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+14.9pp | 70.2%+27.4pp |
| Annual return | 21.91% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $6,226 | $2,190+184.3% | $5,143+21.1% | $2,177+186.0% |
| Participant deferral / active EE | $5,554 | $2,471+124.8% | $5,198+6.9% | $3,514+58.1% |
| Admin fee / account holder | $13 | $472-97.2% | $13,954-99.9% | $847-98.4% |