Filed December 8, 2006 (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 |
|---|---|---|
SMITH HAYES ADVISERS, INC.1 year Service code 25 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Directed Trustee | $12,182 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $950 |
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 | $36,389 | $55,453-34.4% | $170,442-78.7% | $62,292-41.6% |
| Participation rate | 77.2% | 66.4%+10.8pp | 83.6%-6.4pp | 69.5%+7.7pp |
| Annual return | 14.05% | 21.38%-7.3pp | 205.93%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,446 | $2,164-33.2% | $5,433-73.4% | $2,042-29.2% |
| Participant deferral / active EE | $1,843 | $2,303-19.9% | $4,939-62.7% | $3,169-41.8% |
| Admin fee / account holder | $91 | $455-80.0% | $13,880-99.3% | $479-81.0% |