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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,513 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $42,000 |
WEINZAPFEL AND COMPANY, LLC6 years Filed as: WEINZAPFEL AND CO. LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $19,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,309 | $49,693+99.8% | $70,515+40.8% | $74,419+33.4% |
| Participation rate | 80.9% | 64.7%+16.2pp | 68.3%+12.5pp | 70.7%+10.1pp |
| Annual return | 17.37% | 21.22%-3.8pp | 32.77%-15.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,675 | $1,773+107.3% | $2,973+23.6% | $2,637+39.4% |
| Participant deferral / active EE | $5,332 | $3,376+58.0% | $4,567+16.8% | $4,528+17.8% |
| Admin fee / account holder | $271 | $316-14.2% | $6,412-95.8% | $348-22.2% |