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 |
|---|---|---|
DR ADVISORY SERVICES4 years Filed as: IC ADVISORY SERVICES INC Service code 27 1420 ROUTE 206 N STE 210 · BEDMINSTER, NJ 07921 | Advisory (Plan) | $74,954 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $42,333 |
CONRAD SIEGEL5 years Filed as: CONRAD SIEGEL ACTUARIES Service code 13 PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $27,616 |
Filed as: TROUT, EBERSOLE & GROFF, LLP Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $19,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,186 | $82,972+148.5% | $103,374+99.5% | $77,671+165.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.00% | 19.14%-4.1pp | 24.89%-9.9pp | 31.21%-16.2pp |
| Employer contribution / active EE | $10,806 | $3,554+204.1% | $3,869+179.3% | $2,726+296.3% |
| Participant deferral / active EE | $7,306 | $4,108+77.8% | $5,058+44.5% | $4,648+57.2% |
| Admin fee / account holder | $228 | $639-64.3% | $8,394-97.3% | $430-47.0% |