Filed February 4, 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 |
|---|---|---|
Service code 28 · EIN 27-3055170 4551 WEST 107TH STREET THIRD FLOOR · OVERLAND, KS 66207 | Investment Management | $48,850 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $45,677 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 14 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 379196008 | Plan Administrator | $28,079 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL RD STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,811 | $84,948+46.9% | $70,449+77.2% | $73,409+70.0% |
| Participation rate | 98.8% | 79.9%+18.9pp | 75.1%+23.8pp | 72.2%+26.6pp |
| Annual return | 13.44% | 13.39%+0.1pp | 109.03%-95.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $5,580 | $2,834+96.9% | $2,737+103.9% | $2,234+149.8% |
| Participant deferral / active EE | $6,226 | $3,387+83.8% | $3,709+67.9% | $3,805+63.6% |
| Admin fee / account holder | $245 | $98+150.2% | $3,845-93.6% | $158+55.4% |