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 | $38,986 |
AMERICAN FUNDS4 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR STE 400 · BETHESDA, MD 20817 | Investment Management | $32,371 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,828 | $69,362+5.0% | $101,248-28.1% | $73,488-0.9% |
| Participation rate | 79.2% | 68.4%+10.8pp | 75.8%+3.4pp | 70.7%+8.5pp |
| Annual return | 17.28% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,328 | $2,628+26.6% | $3,660-9.1% | $2,270+46.6% |
| Participant deferral / active EE | $6,673 | $3,300+102.2% | $4,370+52.7% | $3,740+78.5% |
| Admin fee / account holder | $265 | $704-62.3% | $5,945-95.5% | $513-48.3% |