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 MANAGEMENT4 years Service code 27 · EIN 11-3080149 | Advisory (Plan) | $55,560 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,510 | $63,745+197.3% | $98,442+92.5% | $79,386+138.7% |
| Participation rate | 95.0% | 69.9%+25.2pp | 73.3%+21.7pp | 70.7%+24.3pp |
| Annual return | 14.65% | 625.80%-611.2pp | 1492.73%-1478.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,176 | $2,557-14.9% | $2,960-26.5% | $2,427-10.4% |
| Participant deferral / active EE | $7,981 | $3,303+141.6% | $4,276+86.6% | $4,046+97.3% |
| Admin fee / account holder | $403 | $516-21.9% | $5,949-93.2% | $626-35.7% |