Filed June 8, 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 |
|---|---|---|
AMERICAN FUNDS2+ years Service code 12 · EIN 95-6817943 | Recordkeeping and information managem... | $7,817 |
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 | $54,423 | $46,297+17.6% | $71,671-24.1% | $62,292-12.6% |
| Participation rate | 69.5% | 60.6%+8.9pp | 68.7%+0.7pp | 69.5%0pp |
| Annual return | 19.48% | 22.32%-2.8pp | 20.65%-1.2pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,464 | $1,412+74.5% | $2,460+0.2% | $2,042+20.6% |
| Participant deferral / active EE | $4,403 | $2,235+97.0% | $3,438+28.1% | $3,169+38.9% |
| Admin fee / account holder | $58 | $461-87.4% | $5,558-99.0% | $479-87.9% |