Filed November 10, 2003
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 |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION INC Service code 15 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Recordkeeping | $5,725 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $949 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,256 | $58,879+160.3% | $178,490-14.1% | $73,488+108.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.83% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $6,080 | $2,236+171.9% | $5,011+21.4% | $2,270+167.8% |
| Participant deferral / active EE | $7,169 | $2,567+179.2% | $5,202+37.8% | $3,740+91.7% |
| Admin fee / account holder | $29 | $400-92.8% | $13,984-99.8% | $513-94.4% |