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 FUNDS3+ years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 12 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing | $275 |
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 | $84,592 | $54,368+55.6% | $117,039-27.7% | $62,292+35.8% |
| Participation rate | 72.4% | 64.9%+7.4pp | 77.2%-4.8pp | 69.5%+2.9pp |
| Annual return | 32.19% | 21.77%+10.4pp | 18.95%+13.2pp | 28.90%+3.3pp |
| Employer contribution / active EE | $2,258 | $1,692+33.5% | $3,785-40.3% | $2,042+10.6% |
| Participant deferral / active EE | $4,093 | $2,269+80.4% | $3,929+4.2% | $3,169+29.1% |
| Admin fee / account holder | $1 | $493-99.9% | $5,974-100.0% | $479-99.9% |