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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,993 |
TRG INVESTMENT ADVISORS, LLC2 years Service code 28 · EIN 03-0215988 | Investment Management | $47,370 |
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 | $80,199 | $83,884-4.4% | $64,056+25.2% | $74,419+7.8% |
| Participation rate | 94.6% | 76.6%+18.0pp | 72.3%+22.3pp | 70.7%+23.9pp |
| Annual return | 15.26% | 16.57%-1.3pp | 33.69%-18.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,883 | $3,084-38.9% | $2,747-31.5% | $2,637-28.6% |
| Participant deferral / active EE | $3,318 | $3,692-10.1% | $3,880-14.5% | $4,528-26.7% |
| Admin fee / account holder | $105 | $196-46.2% | $3,068-96.6% | $348-69.7% |