Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,270 |
Service code 27 · EIN 95-3845782 | Advisory (Plan) | $26,420 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 | Contract Administrator | $3,495 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,895 | $102,553-36.7% | $151,611-57.2% | $66,914-3.0% |
| Participation rate | 77.2% | 85.5%-8.3pp | 87.5%-10.3pp | 69.8%+7.4pp |
| Annual return | -17.43% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,226 | $4,180-70.7% | $6,166-80.1% | $2,544-51.8% |
| Participant deferral / active EE | $4,090 | $6,641-38.4% | $8,363-51.1% | $4,237-3.5% |
| Admin fee / account holder | $300 | $630-52.4% | $11,616-97.4% | $593-49.4% |