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 year Filed as: TFS SECURITIES, INC. Service code 55 | Other Commissions | $31,163 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,404 |
TFS ADVISORY SERVICES1 year Filed as: TFS SECURITIES Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $0 |
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 | $9,954 | $43,999-77.4% | $79,464-87.5% | $55,725-82.1% |
| Participation rate | 90.9% | 66.9%+24.0pp | 73.3%+17.6pp | 70.9%+20.1pp |
| Annual return | -6.18% | 1.81%-8.0pp | 718.14%-724.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $545 | $1,830-70.2% | $2,800-80.5% | $2,078-73.8% |
| Participant deferral / active EE | $1,138 | $2,538-55.1% | $3,704-69.3% | $3,356-66.1% |
| Admin fee / account holder | $15 | $118-87.0% | $5,113-99.7% | $115-86.7% |