Filed October 27, 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $15,337 |
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SRVS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $14,493 |
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,920 | $95,542-26.8% | $69,455+0.7% | $67,579+3.5% |
| Participation rate | 98.1% | 79.4%+18.7pp | 74.6%+23.5pp | 71.3%+26.8pp |
| Annual return | 16.55% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $454 | $2,989-84.8% | $2,779-83.7% | $2,148-78.9% |
| Participant deferral / active EE | $2,297 | $3,263-29.6% | $3,535-35.0% | $3,539-35.1% |
| Admin fee / account holder | $49 | $90-44.9% | $3,839-98.7% | $142-65.2% |