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 SERVICES2+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $23,684 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,671 |
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 | $8,963 | $39,859-77.5% | $78,689-88.6% | $57,658-84.5% |
| Participation rate | 87.2% | 66.1%+21.1pp | 73.6%+13.6pp | 70.2%+16.9pp |
| Annual return | 6.37% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $451 | $1,786-74.8% | $2,851-84.2% | $1,974-77.2% |
| Participant deferral / active EE | $1,055 | $2,248-53.1% | $3,517-70.0% | $3,061-65.5% |
| Admin fee / account holder | $12 | $76-84.7% | $4,510-99.7% | $95-87.7% |