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, LLC7+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $62,698 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $59,728 |
DELAP LLP1 year Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $31,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,618 | $62,723+105.1% | $142,863-10.0% | $86,799+48.2% |
| Participation rate | 54.1% | 62.6%-8.5pp | 71.9%-17.8pp | 72.3%-18.2pp |
| Annual return | 14.20% | 17.62%-3.4pp | 5637.54%-5623.3pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,635 | $1,627+0.5% | $4,144-60.5% | $2,405-32.0% |
| Participant deferral / active EE | $5,161 | $3,039+69.8% | $3,837+34.5% | $4,131+24.9% |
| Admin fee / account holder | $508 | $140+263.9% | $6,560-92.3% | $170+199.5% |