Filed March 25, 2012 (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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 50 · EIN 95-1411037 | Direct Payment | $33,758 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,627 | $62,267-62.1% | $110,238-78.6% | $55,725-57.6% |
| Participation rate | 91.9% | 78.1%+13.8pp | 79.8%+12.1pp | 70.9%+21.1pp |
| Annual return | -4.15% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $906 | $1,941-53.4% | $3,826-76.3% | $2,078-56.4% |
| Participant deferral / active EE | $2,450 | $3,516-30.3% | $4,672-47.6% | $3,356-27.0% |
| Admin fee / account holder | $50 | $121-58.3% | $8,547-99.4% | $115-56.2% |