Filed December 28, 2011
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 |
|---|---|---|
EVERHART ADVISORS6 years Service code 27 535 METRO PLACE S, SUITE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $18,302 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,120 |
CHARLES SCHWAB & CO., INC.6 years Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 | Contract Administrator | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,113 | $69,763-16.7% | $67,502-13.9% | $74,495-22.0% |
| Participation rate | 97.1% | 71.4%+25.7pp | 72.9%+24.2pp | 67.2%+29.9pp |
| Annual return | 15.62% | -40.34%+56.0pp | 3512.12%-3496.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,949 | $2,704+9.0% | $2,731+8.0% | $2,623+12.4% |
| Participant deferral / active EE | $3,377 | $3,636-7.1% | $4,000-15.6% | $4,346-22.3% |
| Admin fee / account holder | $271 | $896-69.8% | $3,998-93.2% | $1,942-86.1% |