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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,853 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $56,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,097 | $105,247-16.3% | $87,100+1.1% | $77,787+13.3% |
| Participation rate | 83.9% | 85.8%-1.9pp | 76.9%+7.0pp | 73.2%+10.7pp |
| Annual return | 20.56% | 24.52%-4.0pp | 28.19%-7.6pp | 32.57%-12.0pp |
| Employer contribution / active EE | $3,297 | $2,895+13.9% | $2,521+30.8% | $2,504+31.6% |
| Participant deferral / active EE | $6,629 | $5,060+31.0% | $4,049+63.7% | $3,967+67.1% |
| Admin fee / account holder | $70 | $104-32.9% | $7,497-99.1% | $100-30.0% |