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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,991 |
AMERICAN FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SRVS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $27,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,067 | $74,706-2.2% | $75,696-3.5% | $79,386-8.0% |
| Participation rate | 95.9% | 75.3%+20.5pp | 74.8%+21.0pp | 70.7%+25.2pp |
| Annual return | 12.30% | 18.52%-6.2pp | 104.53%-92.2pp | 116.85%-104.5pp |
| Employer contribution / active EE | $475 | $2,590-81.7% | $2,743-82.7% | $2,427-80.4% |
| Participant deferral / active EE | $2,177 | $3,533-38.4% | $3,821-43.0% | $4,046-46.2% |
| Admin fee / account holder | $92 | $374-75.5% | $3,619-97.5% | $626-85.4% |