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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,609 |
Filed as: THE RICHARDS GROUP Service code 28 · EIN 03-0215988 | Investment Management | $10,130 |
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 | $63,015 | $95,542-34.0% | $69,455-9.3% | $67,579-6.8% |
| Participation rate | 97.7% | 79.4%+18.3pp | 74.6%+23.1pp | 71.3%+26.4pp |
| Annual return | 17.03% | 17.67%-0.6pp | 28.97%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,980 | $2,989-33.7% | $2,779-28.7% | $2,148-7.8% |
| Participant deferral / active EE | $3,236 | $3,263-0.8% | $3,535-8.5% | $3,539-8.6% |
| Admin fee / account holder | $37 | $90-59.3% | $3,839-99.0% | $142-74.3% |