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 | $6,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,736 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,403 | $91,407+18.6% | $135,903-20.2% | $71,457+51.7% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.7pp | 67.9%+31.7pp |
| Annual return | 14.13% | 29.90%-15.8pp | 68.23%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $7,356 | $3,703+98.6% | $4,856+51.5% | $2,588+184.3% |
| Participant deferral / active EE | $8,426 | $7,092+18.8% | $7,758+8.6% | $4,289+96.5% |
| Admin fee / account holder | $35 | $1,266-97.2% | $10,762-99.7% | $1,587-97.8% |