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, LLP3+ years Service code 10 323 NORRISTOWN RD. POB 917 · SPRING HOUSE, PA 19477 | Accounting | $10,500 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,982 |
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 | $42,182 | $71,192-40.7% | $117,854-64.2% | $62,292-32.3% |
| Participation rate | 72.3% | 74.2%-1.9pp | 79.7%-7.3pp | 69.5%+2.8pp |
| Annual return | 16.03% | 18.66%-2.6pp | 335.08%-319.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $920 | $1,934-52.4% | $3,786-75.7% | $2,042-55.0% |
| Participant deferral / active EE | $1,781 | $3,189-44.1% | $4,482-60.3% | $3,169-43.8% |
| Admin fee / account holder | $89 | $587-84.9% | $8,020-98.9% | $479-81.5% |