Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,331 |
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 | $147,847 | $124,414+18.8% | $115,157+28.4% | $67,579+118.8% |
| Participation rate | 79.6% | 58.1%+21.6pp | 75.9%+3.7pp | 71.3%+8.4pp |
| Annual return | 19.93% | 29.40%-9.5pp | 35.60%-15.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $3,655 | $1,454+151.3% | $3,179+15.0% | $2,148+70.2% |
| Participant deferral / active EE | $5,258 | $2,331+125.6% | $4,168+26.1% | $3,539+48.6% |
| Admin fee / account holder | $245 | $361-32.2% | $7,088-96.5% | $142+72.3% |