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 401K3 years Service code 13 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $23,441 |
Filed as: FREEDOM FINANCIAL PARTNERS LLC Service code 27 600 INWOOD AVE N · OAKDALE, MN 55128 | Advisory (Plan) | $9,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,201 |
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 | $17,279 | $79,171-78.2% | $102,423-83.1% | $74,495-76.8% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 14.09% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $893 | $2,362-62.2% | $3,023-70.5% | $2,623-65.9% |
| Participant deferral / active EE | $993 | $4,415-77.5% | $5,053-80.3% | $4,346-77.1% |
| Admin fee / account holder | $244 | $2,001-87.8% | $9,451-97.4% | $1,942-87.4% |