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 |
|---|---|---|
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $11,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,262 | $81,474-28.5% | $133,956-56.5% | $73,488-20.7% |
| Participation rate | 67.5% | 76.4%-8.8pp | 79.8%-12.3pp | 70.7%-3.1pp |
| Annual return | 16.35% | 19.40%-3.1pp | 45.09%-28.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,197 | $2,209-45.8% | $3,919-69.5% | $2,270-47.3% |
| Participant deferral / active EE | $2,407 | $3,786-36.4% | $5,048-52.3% | $3,740-35.6% |
| Admin fee / account holder | $108 | $713-84.9% | $8,927-98.8% | $513-79.0% |