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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $59,779 |
TWO WEST CAPITAL ADVISORS2 years Service code 28 · EIN 27-3055170 4551 WEST 107TH STREET THIRD FLOOR · OVERLAND, KS 66207 | Investment Management | $55,424 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES LLC Service code 14 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 379196008 | Plan Administrator | $36,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,381 | $94,833+43.8% | $75,696+80.2% | $86,799+57.1% |
| Participation rate | 97.7% | 79.1%+18.6pp | 74.8%+22.9pp | 72.3%+25.5pp |
| Annual return | 12.57% | 16.91%-4.3pp | 104.53%-92.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,300 | $2,904-55.2% | $2,743-52.6% | $2,405-46.0% |
| Participant deferral / active EE | $5,597 | $3,632+54.1% | $3,821+46.5% | $4,131+35.5% |
| Admin fee / account holder | $302 | $109+178.1% | $3,619-91.7% | $170+78.1% |