Filed March 27, 2014 (most recent of 5 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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,017 |
Service code 27 · EIN 56-1981693 | Advisory (Plan) | $15,414 |
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SVCS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $15,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,891 | $69,745-2.7% | $67,511+0.6% | $74,546-8.9% |
| Participation rate | 96.3% | 71.3%+25.0pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 12.68% | -40.37%+53.0pp | 3517.41%-3504.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,688 | $2,705-37.6% | $2,733-38.2% | $2,624-35.7% |
| Participant deferral / active EE | $4,095 | $3,636+12.6% | $4,000+2.4% | $4,347-5.8% |
| Admin fee / account holder | $175 | $894-80.4% | $3,999-95.6% | $1,944-91.0% |