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 | $34,775 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR STE 400 · BETHESDA, MD 20817 | Investment Management | $32,067 |
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 | $53,302 | $56,443-5.6% | $83,848-36.4% | $55,725-4.3% |
| Participation rate | 69.3% | 72.0%-2.7pp | 76.1%-6.8pp | 70.9%-1.5pp |
| Annual return | -2.90% | 393.67%-396.6pp | 850.88%-853.8pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,871 | $2,682+7.1% | $3,631-20.9% | $2,078+38.2% |
| Participant deferral / active EE | $6,052 | $2,965+104.1% | $4,082+48.3% | $3,356+80.4% |
| Admin fee / account holder | $250 | $156+59.8% | $5,478-95.4% | $115+116.8% |