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 | $321,646 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $22,500 |
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 | $166,675 | $110,699+50.6% | $177,821-6.3% | $90,288+84.6% |
| Participation rate | 99.6% | 88.3%+11.2pp | 87.7%+11.9pp | 73.4%+26.2pp |
| Annual return | 14.43% | 22.79%-8.4pp | 48.32%-33.9pp | 53.97%-39.5pp |
| Employer contribution / active EE | $3,311 | $4,118-19.6% | $5,918-44.1% | $2,524+31.2% |
| Participant deferral / active EE | $8,705 | $6,731+29.3% | $7,714+12.8% | $4,232+105.7% |
| Admin fee / account holder | $140 | $90+55.5% | $12,427-98.9% | $114+22.7% |