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, LLC9+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $57,987 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $56,293 |
DELAP LLP3 years Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $19,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,953 | $53,345+87.4% | $121,098-17.5% | $74,419+34.3% |
| Participation rate | 58.7% | 60.0%-1.3pp | 69.5%-10.8pp | 70.7%-12.1pp |
| Annual return | 17.15% | 35.15%-18.0pp | 985.75%-968.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,880 | $1,898-1.0% | $4,164-54.8% | $2,637-28.7% |
| Participant deferral / active EE | $5,303 | $3,221+64.6% | $4,080+30.0% | $4,528+17.1% |
| Admin fee / account holder | $368 | $382-3.5% | $5,644-93.5% | $348+5.9% |