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 | $44,320 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $31,830 |
HOGANTAYLOR LLP5 years Service code 99 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Other Fees | $17,200 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,341 | $84,487+475.6% | $125,339+288.0% | $66,914+626.8% |
| Participation rate | 98.6% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -13.08% | -8.39%-4.7pp | 572.05%-585.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $12,043 | $3,553+239.0% | $4,814+150.2% | $2,544+373.3% |
| Participant deferral / active EE | $9,134 | $6,781+34.7% | $7,446+22.7% | $4,237+115.6% |
| Admin fee / account holder | $268 | $685-60.9% | $10,010-97.3% | $593-54.8% |