Filed June 18, 2002
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 FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 86-0206507 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,600 |
EMPLOYEE BENEFITS SERVICES7 years Service code 13 · EIN 52-2061078 424 GRAVES MILL RD · LYNCHBURG, VA 24502 | Contract Administrator | $866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,064 | $122,239-15.7% | $184,203-44.0% | $74,495+38.4% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 17.70% | 19.95%-2.3pp | 28.81%-11.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,316 | $4,537-4.9% | $6,427-32.9% | $2,623+64.5% |
| Participant deferral / active EE | $4,680 | $7,139-34.4% | $9,131-48.7% | $4,346+7.7% |
| Admin fee / account holder | $9 | $1,260-99.2% | $13,901-99.9% | $1,942-99.5% |