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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.
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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 |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $7,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $11,477 | $65,061-82.4% | $143,757-92.0% | $66,914-82.8% |
| Participation rate | 56.6% | 65.2%-8.5pp | 80.3%-23.7pp | 69.8%-13.2pp |
| Annual return | -29.52% | -11.14%-18.4pp | -0.04%-29.5pp | 1.58%-31.1pp |
| Employer contribution / active EE | $900 | $2,361-61.9% | $4,951-81.8% | $2,544-64.6% |
| Participant deferral / active EE | $1,655 | $2,919-43.3% | $5,637-70.6% | $4,237-60.9% |
| Admin fee / account holder | $97 | $502-80.7% | $14,673-99.3% | $593-83.7% |