Filed January 27, 2009
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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $37,500 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVIN CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $35,351 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,001 | $50,982+13.8% | $154,803-62.5% | $85,563-32.2% |
| Participation rate | 93.9% | 59.8%+34.1pp | 78.1%+15.8pp | 66.0%+27.9pp |
| Annual return | 17.86% | 30.35%-12.5pp | 58.88%-41.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $2,478 | $1,708+45.1% | $4,305-42.4% | $2,654-6.6% |
| Participant deferral / active EE | $3,542 | $2,474+43.1% | $5,540-36.1% | $4,375-19.1% |
| Admin fee / account holder | $147 | $846-82.6% | $14,329-99.0% | $834-82.4% |