Filed March 20, 2003
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+ years Filed as: CAPITAL RESEARCH AND CONSULTING LLP Service code 16 15 RAYMOND AVE SUITE 200 · PASADENA, CA 91105 | Consulting | $30,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $14,843 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $108,615 | $67,166+61.7% | $57,343+89.4% | $55,191+96.8% |
| Participation rate | 90.1% | 77.7%+12.4pp | 75.1%+15.0pp | 69.2%+21.0pp |
| Annual return | 0.92% | 4.22%-3.3pp | 24.39%-23.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,843 | $2,812+1.1% | $2,689+5.7% | $1,899+49.7% |
| Participant deferral / active EE | $4,452 | $2,835+57.1% | $3,162+40.8% | $3,046+46.2% |
| Admin fee / account holder | $80 | $44+84.5% | $3,356-97.6% | $91-11.5% |