Filed January 17, 2006
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 FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 · EIN 41-0955056 7300 METRO BLVD, SUITE 450 · EDINA, MN 554392358 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,081 | $89,739-28.6% | $149,718-57.2% | $62,292+2.9% |
| Participation rate | 88.6% | 85.1%+3.5pp | 87.1%+1.5pp | 69.5%+19.1pp |
| Annual return | 6.36% | 21.01%-14.6pp | 1501.63%-1495.3pp | 28.90%-22.5pp |
| Employer contribution / active EE | $1,495 | $3,233-53.8% | $5,445-72.5% | $2,042-26.8% |
| Participant deferral / active EE | $3,747 | $4,797-21.9% | $6,569-43.0% | $3,169+18.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |