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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SVCS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $26,424 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,770 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,918 | $60,989-1.8% | $60,874-1.6% | $66,914-10.5% |
| Participation rate | 96.4% | 74.5%+21.9pp | 73.1%+23.3pp | 69.8%+26.6pp |
| Annual return | -11.56% | -9.60%-2.0pp | 16.90%-28.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $553 | $2,661-79.2% | $2,701-79.5% | $2,544-78.3% |
| Participant deferral / active EE | $2,309 | $3,615-36.1% | $3,817-39.5% | $4,237-45.5% |
| Admin fee / account holder | $79 | $338-76.5% | $3,224-97.5% | $593-86.6% |