Filed February 8, 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 |
|---|---|---|
Filed as: LATTIMORE, BLACK, MORGAN, & CAIN Service code 10 · EIN 62-1199757 | Accounting | $5,672 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,654 | $37,196-1.5% | $154,107-76.2% | $55,725-34.2% |
| Participation rate | 48.9% | 64.1%-15.2pp | 83.0%-34.2pp | 70.9%-22.0pp |
| Annual return | -4.39% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,146 | $1,614-29.0% | $5,298-78.4% | $2,078-44.9% |
| Participant deferral / active EE | $1,720 | $2,068-16.8% | $5,081-66.1% | $3,356-48.7% |
| Admin fee / account holder | $42 | $102-59.0% | $13,411-99.7% | $115-63.9% |