Filed January 6, 2006
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 |
|---|---|---|
TSC 401K1 year Service code 13 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $11,822 |
ADVISORNET FINANCIAL3 years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S · MINNEAPOLIS, MN 55415 | Advisory (Plan) | $9,322 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $622 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,302 | $65,435-75.1% | $86,677-81.2% | $66,914-75.6% |
| Participation rate | 75.7% | 75.5%+0.2pp | 76.6%-0.9pp | 69.8%+5.9pp |
| Annual return | -17.89% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $960 | $2,153-55.4% | $2,836-66.2% | $2,544-62.3% |
| Participant deferral / active EE | $1,022 | $4,100-75.1% | $4,656-78.0% | $4,237-75.9% |
| Admin fee / account holder | $162 | $642-74.8% | $7,493-97.8% | $593-72.7% |