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 Filed as: TSA MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $57,330 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,232 |
MORNINGSTAR3 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 | $231,253 | $58,208+297.3% | $81,812+182.7% | $80,856+186.0% |
| Participation rate | 94.3% | 63.4%+30.8pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 15.42% | 41.66%-26.2pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,699 | $2,340+15.4% | $2,912-7.3% | $2,755-2.0% |
| Participant deferral / active EE | $10,719 | $3,281+226.7% | $4,319+148.2% | $4,296+149.5% |
| Admin fee / account holder | $534 | $4,981-89.3% | $7,386-92.8% | $6,918-92.3% |