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 SERVICES3+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS ROAD · LINCROFT, NJ 07738 | Other Commissions | $28,614 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,142 |
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 | $11,129 | $46,100-75.9% | $86,590-87.1% | $69,631-84.0% |
| Participation rate | 90.1% | 67.2%+22.9pp | 73.5%+16.5pp | 70.7%+19.4pp |
| Annual return | 18.03% | 21.02%-3.0pp | 964.84%-946.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $457 | $1,850-75.3% | $2,839-83.9% | $2,032-77.5% |
| Participant deferral / active EE | $1,002 | $2,432-58.8% | $3,609-72.2% | $3,224-68.9% |
| Admin fee / account holder | $18 | $94-81.0% | $4,906-99.6% | $110-83.8% |