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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,639 |
Filed as: THE RICHARDS GROUP Service code 28 · EIN 03-0215988 | Investment Management | $9,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,416 | $84,948-15.9% | $70,449+1.4% | $73,409-2.7% |
| Participation rate | 95.3% | 79.9%+15.3pp | 75.1%+20.2pp | 72.2%+23.1pp |
| Annual return | 12.95% | 13.39%-0.4pp | 109.03%-96.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $899 | $2,834-68.3% | $2,737-67.1% | $2,234-59.7% |
| Participant deferral / active EE | $3,011 | $3,387-11.1% | $3,709-18.8% | $3,805-20.9% |
| Admin fee / account holder | $44 | $98-55.2% | $3,845-98.9% | $158-72.2% |