Filed December 30, 2013
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 |
|---|---|---|
TCG GROUP HOLDINGS, LLP10+ years Service code 12 900 S. CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Direct payment from the plan; Partici... | $100,842 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,294 | $129,021+113.4% | $184,203+49.5% | $77,643+254.6% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 13.07% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $11,125 | $4,413+152.1% | $6,427+73.1% | $2,726+308.1% |
| Participant deferral / active EE | $16,003 | $7,297+119.3% | $9,131+75.2% | $4,647+244.3% |
| Admin fee / account holder | $147 | $254-42.1% | $13,901-98.9% | $430-65.8% |