Filed January 29, 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 3-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 FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SERVICES, LL Service code 27 15744 S PEACOCK RD · HASLETT, MI 48840 | Advisory (Plan) | $40,028 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $27,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,120 | $73,360+61.0% | $177,989-33.6% | $74,495+58.6% |
| Participation rate | 79.3% | 66.6%+12.7pp | 77.1%+2.3pp | 67.2%+12.1pp |
| Annual return | 12.39% | 17.49%-5.1pp | 294.48%-282.1pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,200 | $2,216+89.5% | $3,949+6.4% | $2,623+60.1% |
| Participant deferral / active EE | $7,910 | $4,513+75.3% | $6,276+26.0% | $4,346+82.0% |
| Admin fee / account holder | $792 | $1,808-56.2% | $10,363-92.4% | $1,942-59.2% |