Filed September 9, 1997 (most recent of 2 filings on file)
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 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $48,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $32,229 |
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 | $166,461 | $80,354+107.2% | $133,980+24.2% | $63,975+160.2% |
| Participation rate | 98.6% | 87.5%+11.1pp | 87.1%+11.5pp | 71.1%+27.4pp |
| Annual return | 8.28% | 13.11%-4.8pp | 29.30%-21.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $8,125 | $3,503+131.9% | $5,211+55.9% | $2,182+272.4% |
| Participant deferral / active EE | $10,363 | $5,239+97.8% | $6,282+65.0% | $3,356+208.7% |
| Admin fee / account holder | $59 | $69-15.3% | $9,324-99.4% | $70-16.7% |