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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,408 |
Filed as: THE RICHARDS GROUP Service code 28 · EIN 03-0215988 | Investment Management | $5,367 |
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 | $55,930 | $70,083-20.2% | $59,878-6.6% | $55,725+0.4% |
| Participation rate | 97.8% | 78.4%+19.4pp | 74.7%+23.1pp | 70.9%+26.9pp |
| Annual return | -2.46% | 3.13%-5.6pp | 3.46%-5.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,295 | $2,878-20.3% | $2,722-15.7% | $2,078+10.5% |
| Participant deferral / active EE | $3,650 | $3,079+18.5% | $3,402+7.3% | $3,356+8.8% |
| Admin fee / account holder | $36 | $70-48.4% | $3,590-99.0% | $115-68.5% |