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 FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SVCS Service code 27 · EIN 38-3470125 | Advisory (Plan) | $33,085 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,815 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES Service code 14 · EIN 92-6562689 | Plan Administrator | $11,391 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $7,306 |
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 | $66,232 | $69,763-5.1% | $67,502-1.9% | $74,495-11.1% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 10.71% | -40.34%+51.0pp | 3512.12%-3501.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $569 | $2,704-78.9% | $2,731-79.2% | $2,623-78.3% |
| Participant deferral / active EE | $3,033 | $3,636-16.6% | $4,000-24.2% | $4,346-30.2% |
| Admin fee / account holder | $110 | $896-87.7% | $3,998-97.2% | $1,942-94.3% |