Filed October 31, 2001
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $327,951 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPTIAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $90,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,000 | $95,776+54.5% | $162,163-8.7% | $77,787+90.3% |
| Participation rate | 99.1% | 88.6%+10.4pp | 87.6%+11.5pp | 73.2%+25.8pp |
| Annual return | 21.73% | 37.03%-15.3pp | 115.59%-93.9pp | 32.57%-10.8pp |
| Employer contribution / active EE | $3,235 | $3,874-16.5% | $5,614-42.4% | $2,504+29.2% |
| Participant deferral / active EE | $8,265 | $6,125+34.9% | $7,298+13.2% | $3,967+108.3% |
| Admin fee / account holder | $199 | $88+126.9% | $10,843-98.2% | $100+98.8% |