Filed February 4, 2016
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 |
|---|---|---|
Filed as: ALEXANDER INVESTMENT SERVICES CO Service code 13 · EIN 61-0652524 909 LILY CREEK ROAD #101 · LOUISVILLE, KY 402432808 | Contract Administrator | $210,921 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $104,404 |
Service code 27 444 W. 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $74,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,886 | $56,095-28.9% | $178,490-77.7% | $90,288-55.8% |
| Participation rate | 51.8% | 65.6%-13.8pp | 81.9%-30.1pp | 73.4%-21.6pp |
| Annual return | 25.13% | 28.81%-3.7pp | 151.07%-125.9pp | 53.97%-28.8pp |
| Employer contribution / active EE | $863 | $1,572-45.1% | $5,011-82.8% | $2,524-65.8% |
| Participant deferral / active EE | $2,072 | $2,669-22.4% | $5,202-60.2% | $4,232-51.0% |
| Admin fee / account holder | $227 | $101+125.5% | $13,984-98.4% | $114+99.0% |