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 | $39,992 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR STE 400 · BETHESDA, MD 20817 | Investment Management | $30,948 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,978 | $63,114-0.2% | $92,893-32.2% | $65,185-3.4% |
| Participation rate | 76.8% | 68.8%+8.1pp | 76.0%+0.8pp | 70.2%+6.6pp |
| Annual return | 22.73% | 28.75%-6.0pp | 109.41%-86.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,856 | $2,571+50.0% | $3,653+5.6% | $2,177+77.2% |
| Participant deferral / active EE | $7,469 | $3,108+140.3% | $4,236+76.3% | $3,514+112.6% |
| Admin fee / account holder | $264 | $624-57.7% | $5,794-95.4% | $847-68.9% |