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 | $41,648 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,779 |
HOGANTAYLOR LLP2 years Service code 99 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Other Fees | $14,000 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $14 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $557,289 | $89,652+521.6% | $141,162+294.8% | $65,185+754.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.56% | 32.79%-14.2pp | 71.39%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $13,219 | $3,065+331.3% | $4,735+179.2% | $2,177+507.3% |
| Participant deferral / active EE | $10,123 | $5,691+77.9% | $6,709+50.9% | $3,514+188.1% |
| Admin fee / account holder | $247 | $569-56.5% | $10,261-97.6% | $847-70.8% |