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, LLC6+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $49,139 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,568 | $54,121+102.4% | $134,143-18.3% | $73,409+49.3% |
| Participation rate | 52.9% | 64.4%-11.5pp | 72.2%-19.3pp | 72.2%-19.3pp |
| Annual return | 13.41% | -312.52%+325.9pp | 36.33%-22.9pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,556 | $1,402+11.0% | $3,704-58.0% | $2,234-30.3% |
| Participant deferral / active EE | $4,781 | $2,844+68.1% | $3,499+36.6% | $3,805+25.6% |
| Admin fee / account holder | $298 | $132+125.1% | $6,684-95.5% | $158+88.7% |