Filed June 10, 2005
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 27 540 MADISON AVE 9TH FL · NEW YORK, NY 10022 | Advisory (Plan) | $25,948 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Directed Trustee | $7,081 |
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 | $134,244 | $73,102+83.6% | $123,544+8.7% | $56,287+138.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.01% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $5,255 | $2,977+76.5% | $4,628+13.5% | $2,111+148.9% |
| Participant deferral / active EE | $8,875 | $5,423+63.7% | $6,426+38.1% | $3,350+165.0% |
| Admin fee / account holder | $236 | $554-57.3% | $9,284-97.5% | $521-54.6% |