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 |
|---|---|---|
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN & CO INC Service code 10 · EIN 23-2415973 | Accounting | $10,500 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,008 | $66,302-35.1% | $110,238-61.0% | $56,287-23.6% |
| Participation rate | 69.6% | 74.9%-5.3pp | 79.8%-10.2pp | 69.9%-0.3pp |
| Annual return | -4.56% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,024 | $2,047-50.0% | $3,826-73.2% | $2,111-51.5% |
| Participant deferral / active EE | $2,063 | $3,381-39.0% | $4,672-55.8% | $3,350-38.4% |
| Admin fee / account holder | $120 | $698-82.8% | $8,547-98.6% | $521-76.9% |