Filed November 13, 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,429 |
TRG INVESTMENT ADVISORS, LLC3 years Service code 28 · EIN 03-0215988 | Investment Management | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,921 | $91,762-3.1% | $67,502+31.7% | $77,643+14.5% |
| Participation rate | 94.5% | 75.9%+18.6pp | 72.9%+21.7pp | 70.6%+24.0pp |
| Annual return | 12.74% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,066 | $3,181-35.0% | $2,731-24.3% | $2,726-24.2% |
| Participant deferral / active EE | $3,580 | $3,903-8.3% | $4,000-10.5% | $4,647-23.0% |
| Admin fee / account holder | $100 | $176-43.1% | $3,998-97.5% | $430-76.7% |