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, LLP2+ years Service code 64 900 S. CAPITAL OF TEXAS HIGHWAWAY · AUSTIN, TX 78746 | Recordkeeping Fees | $88,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,897 | $74,089+184.7% | $133,980+57.4% | $55,167+282.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.51% | 12.11%-2.6pp | 29.30%-19.8pp | 169.23%-159.7pp |
| Employer contribution / active EE | $9,434 | $3,064+207.9% | $5,211+81.0% | $1,963+380.7% |
| Participant deferral / active EE | $13,664 | $4,678+192.1% | $6,282+117.5% | $3,054+347.4% |
| Admin fee / account holder | $300 | $458-34.5% | $9,324-96.8% | $504-40.4% |