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 year Filed as: CAPITAL STRATEGIES INV GROUP, LLC Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $36,813 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,776 |
WEINZAPFEL AND COMPANY, LLC2 years Filed as: WEINZAPFEL AND CO. LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $8,100 |
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 | $89,886 | $46,423+93.6% | $75,886+18.4% | $67,579+33.0% |
| Participation rate | 95.8% | 63.1%+32.7pp | 69.3%+26.5pp | 71.3%+24.5pp |
| Annual return | 20.83% | 32.29%-11.5pp | 30.76%-9.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $3,028 | $1,406+115.3% | $2,500+21.1% | $2,148+41.0% |
| Participant deferral / active EE | $4,590 | $2,564+79.0% | $3,603+27.4% | $3,539+29.7% |
| Admin fee / account holder | $87 | $132-33.9% | $5,418-98.4% | $142-38.8% |