Filed January 13, 2016
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 |
|---|---|---|
TSA PORTFOLIO MANAGEMENT2 years Service code 27 · EIN 11-3080149 | Advisory (Plan) | $43,400 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,193 |
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 | $145,353 | $51,620+181.6% | $90,281+61.0% | $65,185+123.0% |
| Participation rate | 91.9% | 68.6%+23.3pp | 73.3%+18.7pp | 70.2%+21.7pp |
| Annual return | 24.27% | 24.94%-0.7pp | 78.10%-53.8pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,321 | $2,235-40.9% | $2,854-53.7% | $2,177-39.3% |
| Participant deferral / active EE | $6,345 | $2,871+121.0% | $3,885+63.3% | $3,514+80.6% |
| Admin fee / account holder | $327 | $384-14.9% | $5,351-93.9% | $847-61.4% |