Filed November 11, 2020
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 10-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 |
|---|---|---|
TFS ADVISORY SERVICES1+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMANSPRINGS ROAD · LINCROFT, NJ 07738 | Other Commissions | $26,438 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,270 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,670 | $38,925-75.2% | $73,843-86.9% | $55,191-82.5% |
| Participation rate | 86.3% | 66.0%+20.3pp | 73.4%+12.9pp | 69.2%+17.2pp |
| Annual return | -0.24% | 6.31%-6.6pp | 2267.84%-2268.1pp | 10.78%-11.0pp |
| Employer contribution / active EE | $475 | $1,695-72.0% | $2,787-83.0% | $1,899-75.0% |
| Participant deferral / active EE | $1,027 | $2,351-56.3% | $3,583-71.3% | $3,046-66.3% |
| Admin fee / account holder | $14 | $83-82.9% | $4,880-99.7% | $91-84.4% |