Filed September 9, 1997 (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+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $36,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $25,256 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE, LLC Service code 10 · EIN 43-1001367 | Accounting | $11,800 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $2,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $157,202 | $75,760+107.5% | $123,104+27.7% | $59,188+165.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 1.29% | 2.93%-1.6pp | 13.22%-11.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $8,101 | $3,415+137.2% | $5,151+57.3% | $2,098+286.1% |
| Participant deferral / active EE | $10,575 | $5,000+111.5% | $6,230+69.8% | $3,265+223.9% |
| Admin fee / account holder | $59 | $61-3.7% | $9,015-99.4% | $92-36.5% |