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, LLC8+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $58,876 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $54,394 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,955 | $47,898+108.7% | $117,472-14.9% | $64,808+54.2% |
| Participation rate | 58.3% | 61.9%-3.6pp | 70.6%-12.3pp | 71.5%-13.2pp |
| Annual return | -15.61% | -15.54%-0.1pp | 29.74%-45.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,983 | $1,774+11.8% | $4,176-52.5% | $2,506-20.9% |
| Participant deferral / active EE | $5,670 | $3,151+80.0% | $4,070+39.3% | $4,310+31.5% |
| Admin fee / account holder | $363 | $132+175.2% | $5,645-93.6% | $188+93.2% |