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 MANAGEMENT1 year Filed as: TSA MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $51,627 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,773 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $162,347 | $51,197+217.1% | $82,719+96.3% | $66,914+142.6% |
| Participation rate | 96.0% | 67.8%+28.2pp | 72.6%+23.4pp | 69.8%+26.2pp |
| Annual return | -11.88% | -9.64%-2.2pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $2,371 | $2,611-9.2% | $3,009-21.2% | $2,544-6.8% |
| Participant deferral / active EE | $8,796 | $3,458+154.4% | $4,395+100.1% | $4,237+107.6% |
| Admin fee / account holder | $412 | $416-0.8% | $5,329-92.3% | $593-30.5% |