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 7365 KIRKWOOD COURT N STE 200 · MAPLE GROVE, MN 55369 | Recordkeeping | $4,148 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,876 | $65,061+70.4% | $143,757-22.9% | $66,914+65.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.57% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,718 | $2,361+142.2% | $4,951+15.5% | $2,544+124.7% |
| Participant deferral / active EE | $7,480 | $2,919+156.3% | $5,637+32.7% | $4,237+76.5% |
| Admin fee / account holder | $25 | $502-95.0% | $14,673-99.8% | $593-95.8% |