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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,629 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INV GROUP, LLC Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $38,000 |
WEINZAPFEL AND COMPANY, LLC3 years Filed as: WEINZAPFEL AND CO. LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $8,300 |
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 | $102,236 | $51,288+99.3% | $81,983+24.7% | $73,409+39.3% |
| Participation rate | 97.3% | 64.0%+33.4pp | 69.2%+28.1pp | 72.2%+25.2pp |
| Annual return | 15.03% | 29.48%-14.4pp | 41.31%-26.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,505 | $1,487+135.7% | $2,498+40.3% | $2,234+56.9% |
| Participant deferral / active EE | $5,305 | $2,715+95.4% | $3,722+42.5% | $3,805+39.4% |
| Admin fee / account holder | $169 | $125+34.8% | $5,664-97.0% | $158+7.0% |