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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP. Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $88,359 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,555 | $79,519+6.3% | $95,952-11.9% | $73,409+15.2% |
| Participation rate | 98.2% | 81.2%+17.0pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 17.18% | 19.20%-2.0pp | 91.61%-74.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,851 | $2,048-9.6% | $2,541-27.2% | $2,234-17.1% |
| Participant deferral / active EE | $5,297 | $4,138+28.0% | $4,167+27.1% | $3,805+39.2% |
| Admin fee / account holder | $246 | $184+33.4% | $6,795-96.4% | $158+55.7% |