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 |
|---|---|---|
TCG GROUP HOLDINGS, LLP6+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Claims processing; Recordkeeping and ... | $62,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,774 | $136,307-57.6% | $177,821-67.5% | $73,488-21.4% |
| Participation rate | 60.8% | 86.1%-25.3pp | 87.7%-26.9pp | 70.7%-9.8pp |
| Annual return | 13.16% | 18.68%-5.5pp | 48.32%-35.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,475 | $3,712-60.3% | $5,918-75.1% | $2,270-35.0% |
| Participant deferral / active EE | $2,567 | $5,829-56.0% | $7,714-66.7% | $3,740-31.3% |
| Admin fee / account holder | $406 | $596-31.8% | $12,427-96.7% | $513-20.9% |