Filed March 29, 2010
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 |
|---|---|---|
TSC 401K2 years Service code 13 · EIN 41-0955056 | Contract Administrator | $18,483 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 | Other Commissions | $4,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,392 | $89,436-29.1% | $164,813-61.5% | $77,643-18.4% |
| Participation rate | 39.6% | 78.6%-39.0pp | 78.6%-39.0pp | 70.6%-30.9pp |
| Annual return | 18.70% | 28.83%-10.1pp | 69.93%-51.2pp | 31.24%-12.5pp |
| Employer contribution / active EE | $1,309 | $2,569-49.0% | $4,341-69.8% | $2,726-52.0% |
| Participant deferral / active EE | $2,557 | $4,897-47.8% | $6,031-57.6% | $4,647-45.0% |
| Admin fee / account holder | $116 | $339-66.0% | $12,690-99.1% | $430-73.2% |