Filed November 9, 2005
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 |
|---|---|---|
Service code 99 1712 E RIVERSIDE DR STE 307 · AUSTIN, TX 78741 | Other Fees | $41,080 |
HOGANTAYLOR LLP1 year Service code 13 DEPT #308 · TULSA, OK 74121 | Contract Administrator | $14,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,554 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $480,796 | $73,102+557.7% | $123,544+289.2% | $56,287+754.2% |
| Participation rate | 98.1% | 74.3%+23.7pp | 82.3%+15.8pp | 69.9%+28.2pp |
| Annual return | -4.16% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $12,387 | $2,977+316.1% | $4,628+167.7% | $2,111+486.8% |
| Participant deferral / active EE | $9,564 | $5,423+76.4% | $6,426+48.8% | $3,350+185.5% |
| Admin fee / account holder | $439 | $554-20.6% | $9,284-95.3% | $521-15.6% |