Filed February 28, 2008
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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $78,605 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,656 |
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 | $72,055 | $73,404-1.8% | $87,100-17.3% | $67,579+6.6% |
| Participation rate | 97.3% | 80.9%+16.5pp | 76.9%+20.5pp | 71.3%+26.1pp |
| Annual return | 24.62% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,731 | $2,014-14.0% | $2,521-31.3% | $2,148-19.4% |
| Participant deferral / active EE | $4,843 | $3,913+23.8% | $4,049+19.6% | $3,539+36.8% |
| Admin fee / account holder | $248 | $142+75.3% | $7,497-96.7% | $142+74.5% |