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 ADVISORS4 years Service code 28 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $53,657 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $43,620 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $20,570 |
COULTER & JUSTUS4 years Service code 11 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Actuarial | $5,800 |
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 | $127,805 | $65,557+95.0% | $64,056+99.5% | $71,457+78.9% |
| Participation rate | 94.4% | 73.2%+21.2pp | 72.3%+22.1pp | 67.9%+26.4pp |
| Annual return | 15.21% | 18.94%-3.7pp | 33.69%-18.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $3,211 | $2,669+20.3% | $2,747+16.9% | $2,588+24.1% |
| Participant deferral / active EE | $7,685 | $3,626+112.0% | $3,880+98.1% | $4,289+79.2% |
| Admin fee / account holder | $256 | $616-58.5% | $3,068-91.7% | $1,587-83.9% |