Filed October 12, 2007
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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,938 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $2,175 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $315 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,920 | $91,407-39.9% | $135,903-59.6% | $71,457-23.1% |
| Participation rate | 86.4% | 75.7%+10.8pp | 81.9%+4.5pp | 67.9%+18.5pp |
| Annual return | 22.34% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $524 | $3,703-85.8% | $4,856-89.2% | $2,588-79.7% |
| Participant deferral / active EE | $5,384 | $7,092-24.1% | $7,758-30.6% | $4,289+25.5% |
| Admin fee / account holder | $146 | $1,266-88.5% | $10,762-98.6% | $1,587-90.8% |