See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 06-1375177 | Other Commissions | $51,747 |
Filed as: TAX SHELETERED COMPENSATION, INC. Service code 49 | Other Services | $10,756 |
Service code 49 · EIN 41-0955056 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,259 | $50,815-9.0% | $155,509-70.3% | $77,643-40.4% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 20.47% | 34.80%-14.3pp | 64.67%-44.2pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,496 | $1,993+25.2% | $4,672-46.6% | $2,726-8.4% |
| Participant deferral / active EE | $5,594 | $2,822+98.2% | $5,626-0.6% | $4,647+20.4% |
| Admin fee / account holder | $330 | $437-24.5% | $15,912-97.9% | $430-23.4% |