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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,645 |
Filed as: THE RICHARDS GROUP Service code 28 · EIN 03-0215988 | Investment Management | $9,049 |
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 | $79,534 | $94,833-16.1% | $75,696+5.1% | $86,799-8.4% |
| Participation rate | 92.2% | 79.1%+13.1pp | 74.8%+17.3pp | 72.3%+19.9pp |
| Annual return | 13.47% | 16.91%-3.4pp | 104.53%-91.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $43 | $2,904-98.5% | $2,743-98.4% | $2,405-98.2% |
| Participant deferral / active EE | $2,845 | $3,632-21.7% | $3,821-25.5% | $4,131-31.1% |
| Admin fee / account holder | $58 | $109-46.3% | $3,619-98.4% | $170-65.6% |