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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,227 |
AMERICAN FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SRVS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $22,030 |
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 | $70,736 | $65,322+8.3% | $70,449+0.4% | $73,488-3.7% |
| Participation rate | 98.8% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 11.65% | 15.71%-4.1pp | 109.03%-97.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $496 | $2,460-79.8% | $2,737-81.9% | $2,270-78.2% |
| Participant deferral / active EE | $2,373 | $3,375-29.7% | $3,709-36.0% | $3,740-36.5% |
| Admin fee / account holder | $75 | $214-64.9% | $3,845-98.0% | $513-85.4% |