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, LLP3+ years Service code 64 900 S. CAPITAL OF TEXAS HIGHWAWAY · AUSTIN, TX 78746 | Recordkeeping Fees | $126,609 |
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 | $209,259 | $81,537+156.6% | $149,718+39.8% | $69,631+200.5% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.1%+10.6pp | 70.7%+27.0pp |
| Annual return | 57.20% | 22.79%+34.4pp | 1501.63%-1444.4pp | 27571.02%-27513.8pp |
| Employer contribution / active EE | $10,315 | $3,239+218.5% | $5,445+89.4% | $2,032+407.6% |
| Participant deferral / active EE | $14,375 | $4,994+187.8% | $6,569+118.8% | $3,224+345.9% |
| Admin fee / account holder | $278 | $107+159.8% | $11,283-97.5% | $110+151.4% |