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 ADVISORS5 years Service code 28 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $62,583 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $50,519 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $22,280 |
COULTER & JUSTUS5 years Service code 11 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Actuarial | $6,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,368 | $69,763+95.5% | $67,502+102.0% | $74,495+83.1% |
| Participation rate | 93.7% | 71.4%+22.4pp | 72.9%+20.9pp | 67.2%+26.5pp |
| Annual return | 11.49% | -40.34%+51.8pp | 3512.12%-3500.6pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $3,429 | $2,704+26.8% | $2,731+25.6% | $2,623+30.7% |
| Participant deferral / active EE | $6,533 | $3,636+79.7% | $4,000+63.3% | $4,346+50.3% |
| Admin fee / account holder | $279 | $896-68.8% | $3,998-93.0% | $1,942-85.6% |