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 FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $27,800 |
Filed as: WEINZAPFEL AND CO. LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $7,900 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,510 |
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 | $75,854 | $41,467+82.9% | $67,313+12.7% | $55,725+36.1% |
| Participation rate | 94.2% | 62.5%+31.7pp | 69.1%+25.1pp | 70.9%+23.3pp |
| Annual return | -4.84% | 0.82%-5.7pp | -4.08%-0.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,685 | $1,316+104.0% | $2,566+4.7% | $2,078+29.2% |
| Participant deferral / active EE | $4,062 | $2,399+69.3% | $3,568+13.8% | $3,356+21.1% |
| Admin fee / account holder | $58 | $102-42.7% | $4,507-98.7% | $115-49.3% |