Filed June 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
NOVOTNY CPA GROUP PLC2 years Service code 99 · EIN 11-1000111 | Other Fees | $8,000 |
NOVOTNY CPA GROUP PLC1 year Filed as: NOVOTNY CPS GROUP Service code 99 · EIN 22-2000222 | Other Fees | $7,060 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,301 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 53144 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 STE 1100 2300 WINDY RIDGE PKWY SE · ATLANTA, GA 30339 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,152 | $50,199+27.8% | $70,092-8.5% | $66,914-4.1% |
| Participation rate | 98.1% | 66.3%+31.8pp | 70.5%+27.6pp | 69.8%+28.3pp |
| Annual return | -15.18% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $9,607 | $1,864+415.4% | $2,559+275.4% | $2,544+277.6% |
| Participant deferral / active EE | $4,880 | $3,112+56.8% | $3,849+26.8% | $4,237+15.2% |
| Admin fee / account holder | $147 | $600-75.4% | $6,267-97.6% | $593-75.1% |