Filed December 20, 2009
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 |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $22,543 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR STE 400 · BETHESDA, MD 20817 | Investment Management | $17,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,870 | $60,545-4.4% | $92,233-37.3% | $69,631-16.9% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.5%-11.0pp | 70.7%-5.2pp |
| Annual return | 45.40% | 19.71%+25.7pp | 176.28%-130.9pp | 27571.02%-27525.6pp |
| Employer contribution / active EE | $2,412 | $2,633-8.4% | $3,679-34.4% | $2,032+18.7% |
| Participant deferral / active EE | $5,064 | $2,828+79.1% | $3,897+29.9% | $3,224+57.1% |
| Admin fee / account holder | $171 | $145+18.3% | $5,194-96.7% | $110+55.0% |