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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Claims processing; Participant loan p... | $100,842 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,294 | $129,095+113.2% | $184,200+49.5% | $77,671+254.4% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 13.07% | 33.29%-20.2pp | 28.80%-15.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $11,125 | $4,410+152.3% | $6,424+73.2% | $2,726+308.0% |
| Participant deferral / active EE | $16,003 | $7,300+119.2% | $9,132+75.2% | $4,648+244.3% |
| Admin fee / account holder | $147 | $256-42.5% | $13,907-98.9% | $430-65.8% |