Filed November 28, 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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC5+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $44,638 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,002 |
DELAP LLP4 years Service code 10 · EIN 93-0418710 | Accounting | $14,500 |
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 | $92,735 | $46,722+98.5% | $130,648-29.0% | $65,185+42.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 23.41% | 24.17%-0.8pp | 1708.96%-1685.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,806 | $1,488+21.4% | $4,092-55.9% | $2,177-17.0% |
| Participant deferral / active EE | $8,029 | $2,545+215.4% | $3,603+122.8% | $3,514+128.5% |
| Admin fee / account holder | $273 | $453-39.7% | $5,464-95.0% | $847-67.7% |