Filed November 29, 2016
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 AND TRUST COMPANY Service code 12 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing; Recordkeeping and ... | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,836 | $50,643+33.9% | $106,619-36.4% | $55,167+23.0% |
| Participation rate | 65.2% | 65.6%-0.4pp | 78.0%-12.8pp | 69.0%-3.8pp |
| Annual return | 9.52% | 7.02%+2.5pp | 9.42%+0.1pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,893 | $1,626+16.4% | $3,947-52.0% | $1,963-3.6% |
| Participant deferral / active EE | $3,272 | $2,208+48.2% | $3,930-16.7% | $3,054+7.1% |
| Admin fee / account holder | $1 | $488-99.7% | $6,418-100.0% | $504-99.8% |