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 Filed as: TSA MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $49,751 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,010 |
MORNINGSTAR2 years 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 | $194,529 | $57,281+239.6% | $86,612+124.6% | $75,163+158.8% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | 18.29% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,044 | $2,314+31.5% | $3,022+0.7% | $2,670+14.0% |
| Participant deferral / active EE | $10,874 | $3,318+227.8% | $4,438+145.0% | $4,125+163.6% |
| Admin fee / account holder | $435 | $4,112-89.4% | $5,614-92.3% | $5,651-92.3% |