Filed June 18, 2010
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 FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 26 · EIN 26-4789150 | Advisory (Participants) | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,610 |
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 | $66,661 | $78,852-15.5% | $76,768-13.2% | $75,289-11.5% |
| Participation rate | 87.7% | 85.0%+2.7pp | 77.0%+10.7pp | 72.4%+15.3pp |
| Annual return | -4.86% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,454 | $2,794+59.4% | $2,485+79.2% | $2,405+85.2% |
| Participant deferral / active EE | $5,329 | $4,800+11.0% | $3,852+38.4% | $3,739+42.5% |
| Admin fee / account holder | $40 | $79-49.8% | $6,675-99.4% | $102-61.2% |