See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.3+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $4,089 |
Filed as: GUARDIAN INSURANCE & ANNUITY COMPAN Service code 15 · EIN 13-2656036 | Recordkeeping | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,600 | $63,346-45.4% | $92,233-62.5% | $70,131-50.7% |
| Participation rate | 65.2% | 68.7%-3.5pp | 76.5%-11.3pp | 69.5%-4.3pp |
| Annual return | 15.20% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $774 | $2,471-68.7% | $3,679-79.0% | $2,342-66.9% |
| Participant deferral / active EE | $1,936 | $2,854-32.2% | $3,897-50.3% | $3,332-41.9% |
| Admin fee / account holder | $77 | $3,840-98.0% | $5,194-98.5% | $4,645-98.3% |