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 COMPANY,LLC Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $116,600 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,149 | $185,342-48.1% | $111,297-13.6% | $86,799+10.8% |
| Participation rate | 97.9% | 81.0%+17.0pp | 77.3%+20.6pp | 72.3%+25.6pp |
| Annual return | 15.74% | 500.80%-485.1pp | 54.65%-38.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,079 | $2,246-7.4% | $2,731-23.9% | $2,405-13.6% |
| Participant deferral / active EE | $6,040 | $4,458+35.5% | $4,487+34.6% | $4,131+46.2% |
| Admin fee / account holder | $288 | $255+12.8% | $7,964-96.4% | $170+69.9% |