Filed August 29, 2013
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+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 10 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Accounting | $30,000 |
KPMG LLP1+ years Service code 70 · EIN 13-5565207 | Consulting Fees | $11,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,465 |
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 | $103,854 | $44,229+134.8% | $155,790-33.3% | $55,191+88.2% |
| Participation rate | 96.0% | 60.8%+35.2pp | 76.1%+19.9pp | 69.2%+26.8pp |
| Annual return | 0.53% | 0.37%+0.2pp | 71.54%-71.0pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,245 | $1,317+298.1% | $3,836+36.7% | $1,899+176.3% |
| Participant deferral / active EE | $6,199 | $2,851+117.4% | $4,797+29.2% | $3,046+103.5% |
| Admin fee / account holder | $3 | $86-97.1% | $7,478-100.0% | $91-97.2% |