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.2 years Filed as: TRG ADVISORS INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,106 |
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 | $165,424 | $196,842-16.0% | $118,925+39.1% | - |
| Participation rate | 80.7% | 71.6%+9.2pp | 75.4%+5.3pp | - |
| Annual return | 13.63% | 11.43%+2.2pp | 35.88%-22.3pp | - |
| Employer contribution / active EE | $3,949 | $2,386+65.5% | $3,263+21.0% | - |
| Participant deferral / active EE | $5,640 | $3,828+47.3% | $4,265+32.2% | - |
| Admin fee / account holder | $247 | $15,940-98.5% | $6,581-96.3% | - |