Filed October 13, 2006
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 |
|---|---|---|
GABLE PERITZ MISHKIN, LLP2+ years Service code 10 323 NORRISTOWN RD POB 917 · SPRING HOUSE, PA 19477 | Accounting | $9,350 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,418 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,960 | $63,924-42.2% | $108,579-66.0% | $55,167-33.0% |
| Participation rate | 78.6% | 74.3%+4.2pp | 79.6%-1.0pp | 69.0%+9.6pp |
| Annual return | 5.51% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $967 | $1,879-48.5% | $3,758-74.3% | $1,963-50.7% |
| Participant deferral / active EE | $1,788 | $3,067-41.7% | $4,311-58.5% | $3,054-41.5% |
| Admin fee / account holder | $74 | $618-88.0% | $7,645-99.0% | $504-85.3% |