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 MANAGEMENT3 years Service code 27 · EIN 11-3080149 | Advisory (Plan) | $46,313 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,664 | $66,124+177.8% | $90,404+103.2% | $73,488+149.9% |
| Participation rate | 95.7% | 69.7%+26.1pp | 72.7%+23.0pp | 70.7%+25.0pp |
| Annual return | 17.76% | 17.65%+0.1pp | 1293.02%-1275.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,380 | $2,346+1.4% | $3,262-27.0% | $2,270+4.8% |
| Participant deferral / active EE | $8,402 | $3,039+176.5% | $3,963+112.0% | $3,740+124.7% |
| Admin fee / account holder | $360 | $396-9.0% | $5,611-93.6% | $513-29.8% |