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 FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $31,048 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,055 |
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 | $82,818 | $44,059+88.0% | $71,671+15.6% | $69,631+18.9% |
| Participation rate | 93.6% | 60.8%+32.8pp | 68.7%+24.9pp | 70.7%+22.9pp |
| Annual return | 17.76% | 21.97%-4.2pp | 20.65%-2.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,579 | $1,305+97.6% | $2,460+4.8% | $2,032+26.9% |
| Participant deferral / active EE | $3,875 | $2,370+63.5% | $3,438+12.7% | $3,224+20.2% |
| Admin fee / account holder | $54 | $108-50.2% | $5,558-99.0% | $110-51.4% |