Filed February 4, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 28 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $51,208 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $50,829 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Plan Administrator | $34,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,130 | $79,124+46.8% | $60,874+90.8% | $64,808+79.2% |
| Participation rate | 94.7% | 77.7%+17.0pp | 73.1%+21.6pp | 71.5%+23.2pp |
| Annual return | -12.80% | -7.13%-5.7pp | 16.90%-29.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,207 | $3,050-60.4% | $2,701-55.3% | $2,506-51.8% |
| Participant deferral / active EE | $5,577 | $3,725+49.7% | $3,817+46.1% | $4,310+29.4% |
| Admin fee / account holder | $280 | $106+165.3% | $3,224-91.3% | $188+49.3% |