Filed October 18, 2004
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 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 337161102 | Advisory (Plan) | $8,472 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 926184518 | Recordkeeping Fees | $4,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,423 | $73,638-54.6% | $95,952-65.2% | $73,488-54.5% |
| Participation rate | 65.8% | 76.2%-10.3pp | 77.1%-11.3pp | 70.7%-4.9pp |
| Annual return | 15.52% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $535 | $1,863-71.3% | $2,541-78.9% | $2,270-76.4% |
| Participant deferral / active EE | $1,554 | $3,617-57.0% | $4,167-62.7% | $3,740-58.4% |
| Admin fee / account holder | $114 | $482-76.3% | $6,795-98.3% | $513-77.8% |