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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 |
|---|---|---|
TFO-TDC, LLC5 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $52,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,910 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,157 | $72,254-58.3% | $86,677-65.2% | $64,808-53.5% |
| Participation rate | 74.9% | 80.4%-5.5pp | 76.6%-1.6pp | 71.5%+3.5pp |
| Annual return | -16.10% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $51 | $2,393-97.9% | $2,836-98.2% | $2,506-98.0% |
| Participant deferral / active EE | $2,560 | $4,658-45.0% | $4,656-45.0% | $4,310-40.6% |
| Admin fee / account holder | $314 | $174+80.8% | $7,493-95.8% | $188+67.4% |