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 COMPANY LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $139,342 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,125 | $88,890-4.2% | $102,423-16.9% | $77,643+9.6% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.3pp |
| Annual return | 14.37% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,069 | $2,698-23.3% | $3,023-31.6% | $2,726-24.1% |
| Participant deferral / active EE | $6,454 | $5,145+25.4% | $5,053+27.7% | $4,647+38.9% |
| Admin fee / account holder | $281 | $235+19.3% | $9,451-97.0% | $430-34.7% |