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 |
|---|---|---|
CAYCCE WEEMS DBA WEEMS & ROBERSTSON1 year Service code 99 1712 E RIVERSIDE DR STE 307 · AUSTIN, TX 78741 | Other Fees | $42,413 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,549 |
HOGANTAYLOR LLP3 years Service code 99 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Other Fees | $14,500 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $570,109 | $99,957+470.4% | $149,696+280.8% | $73,488+675.8% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 11.18% | 53.87%-42.7pp | 276.60%-265.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $14,712 | $3,191+361.0% | $4,644+216.8% | $2,270+548.1% |
| Participant deferral / active EE | $9,848 | $6,073+62.2% | $6,842+43.9% | $3,740+163.4% |
| Admin fee / account holder | $257 | $551-53.4% | $9,309-97.2% | $513-50.0% |