Filed March 9, 2007 (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 FUNDS1 year Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,355 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Annual investment return 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 | $202,769 | $331,159-38.8% | $112,887+79.6% | $74,419+172.5% |
| Participation rate | 93.0% | 81.4%+11.6pp | 80.5%+12.5pp | 70.7%+22.2pp |
| Annual return | 11.38% | 21.62%-10.2pp | 34.10%-22.7pp | 34.38%-23.0pp |
| Employer contribution / active EE | $5,744 | $5,469+5.0% | $4,563+25.9% | $2,637+117.8% |
| Participant deferral / active EE | $7,950 | $8,097-1.8% | $6,513+22.1% | $4,528+75.6% |
| Admin fee / account holder | $144 | $281-48.7% | $7,047-98.0% | $348-58.5% |