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 FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 10 · EIN 26-4789150 | Accounting | $20,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,565 |
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 | $111,654 | $42,582+162.2% | $171,082-34.7% | $57,658+93.6% |
| Participation rate | 98.6% | 63.9%+34.7pp | 76.7%+21.9pp | 70.2%+28.4pp |
| Annual return | 7.95% | 308.67%-300.7pp | 32.56%-24.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $5,511 | $1,306+321.9% | $4,002+37.7% | $1,974+179.2% |
| Participant deferral / active EE | $6,426 | $2,933+119.1% | $4,797+33.9% | $3,061+109.9% |
| Admin fee / account holder | -$7 | $82-108.6% | $8,520-100.1% | $95-107.5% |