Filed February 13, 2019 (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+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $15,833 |
WEINZAPFEL AND COMPANY, LLC1+ years Filed as: WEINZAPFEL AND CO LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $7,250 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,140 |
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 | $71,052 | $39,458+80.1% | $60,547+17.3% | $55,191+28.7% |
| Participation rate | 88.3% | 59.6%+28.7pp | 68.0%+20.3pp | 69.2%+19.1pp |
| Annual return | 0.85% | 3.35%-2.5pp | 335.64%-334.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,276 | $1,210+88.2% | $2,419-5.9% | $1,899+19.9% |
| Participant deferral / active EE | $3,345 | $2,140+56.3% | $3,328+0.5% | $3,046+9.8% |
| Admin fee / account holder | $41 | $95-56.6% | $4,536-99.1% | $91-54.5% |