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 FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SVCS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $27,950 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,356 | $65,557-1.8% | $64,056+0.5% | $71,457-9.9% |
| Participation rate | 99.6% | 73.2%+26.4pp | 72.3%+27.3pp | 67.9%+31.6pp |
| Annual return | 13.67% | 18.94%-5.3pp | 33.69%-20.0pp | 28.85%-15.2pp |
| Employer contribution / active EE | $549 | $2,669-79.4% | $2,747-80.0% | $2,588-78.8% |
| Participant deferral / active EE | $2,618 | $3,626-27.8% | $3,880-32.5% | $4,289-39.0% |
| Admin fee / account holder | $83 | $616-86.5% | $3,068-97.3% | $1,587-94.8% |