Filed December 16, 2010
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 9-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 | $23,532 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,995 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $6,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,452 | $42,886+87.6% | $88,946-9.5% | $85,563-6.0% |
| Participation rate | 60.3% | 37.9%+22.4pp | 68.8%-8.5pp | 66.0%-5.6pp |
| Annual return | 19.57% | 44.56%-25.0pp | 57.82%-38.3pp | 31.51%-11.9pp |
| Employer contribution / active EE | $1,271 | $1,147+10.8% | $2,555-50.2% | $2,654-52.1% |
| Participant deferral / active EE | $4,353 | $2,108+106.5% | $4,581-5.0% | $4,375-0.5% |
| Admin fee / account holder | $118 | $2,263-94.8% | $8,261-98.6% | $834-85.9% |