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 401K2 years Service code 13 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $10,067 |
ADVISORNET FINANCIAL4 years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S · MINNEAPOLIS, MN 55415 | Advisory (Plan) | $9,212 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,507 |
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 | $18,763 | $76,050-75.3% | $96,544-80.6% | $71,457-73.7% |
| Participation rate | 92.5% | 74.4%+18.1pp | 76.0%+16.6pp | 67.9%+24.6pp |
| Annual return | 16.89% | 22.81%-5.9pp | 25.84%-8.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,160 | $2,244-48.3% | $2,965-60.9% | $2,588-55.2% |
| Participant deferral / active EE | $1,014 | $4,215-75.9% | $4,851-79.1% | $4,289-76.4% |
| Admin fee / account holder | $140 | $2,707-94.8% | $8,252-98.3% | $1,587-91.2% |