See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC3+ years Filed as: TPG FINANCIAL ADVISORS LLC Service code 26 · EIN 20-5282002 | Advisory (Participants) | $13,484 |
GEFFEN MESHER2 years Filed as: GEFFEN MESHER & COMPANY PC Service code 10 · EIN 93-1042710 | Accounting | $6,600 |
Service code 64 · EIN 91-1035498 | Recordkeeping Fees | $6,066 |
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 | $54,208 | $53,596+1.1% | $90,645-40.2% | $64,186-15.5% |
| Participation rate | 89.5% | 64.5%+25.0pp | 74.0%+15.5pp | 69.6%+19.9pp |
| Annual return | -3.54% | 4.41%-8.0pp | 1.88%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $966 | $1,503-35.7% | $2,532-61.8% | $2,381-59.4% |
| Participant deferral / active EE | $6,032 | $2,459+145.4% | $3,425+76.1% | $3,470+73.9% |
| Admin fee / account holder | $297 | $3,868-92.3% | $4,994-94.0% | $4,888-93.9% |