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, LLP1+ years Service code 64 900 S. CAPITAL OF TEXAS HIGHWAWAY · AUSTIN, TX 78746 | Recordkeeping Fees | $92,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $191,112 | $70,667+170.4% | $123,104+55.2% | $52,331+265.2% |
| Participation rate | 97.6% | 83.7%+13.9pp | 86.8%+10.8pp | 68.1%+29.5pp |
| Annual return | 0.01% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $11,127 | $2,946+277.7% | $5,151+116.0% | $1,882+491.3% |
| Participant deferral / active EE | $13,233 | $4,493+194.5% | $6,230+112.4% | $3,022+337.9% |
| Admin fee / account holder | $315 | $506-37.9% | $9,015-96.5% | $592-46.8% |