Filed August 11, 2013
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
STIFEL NICOLAUS & CO INC9 years Filed as: STIFEL, NICOLAUS & CO., INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $50,447 |
Service code 10 P.O. NOX 19608 · GREENSBORO, NC 27419 | Accounting | $11,000 |
COMPENSATION SYSTEMS, INC.10+ years Service code 13 300 N. GREENE ST., SUITE 295 · GREENSBORO, NC 27401 | Contract Administrator | $4,035 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET. PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,677 | $55,472+205.9% | $155,567+9.1% | $74,546+127.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.73% | 268.72%-253.0pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $10,604 | $2,269+367.4% | $4,674+126.9% | $2,624+304.0% |
| Participant deferral / active EE | $5,498 | $2,838+93.8% | $5,628-2.3% | $4,347+26.5% |
| Admin fee / account holder | $269 | $1,743-84.6% | $15,916-98.3% | $1,944-86.2% |