Filed November 11, 2020
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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 |
|---|---|---|
TFS ADVISORY SERVICES10+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $41,391 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,417 | $65,908-72.1% | $81,812-77.5% | $77,643-76.3% |
| Participation rate | 80.6% | 65.8%+14.8pp | 72.3%+8.2pp | 70.6%+10.0pp |
| Annual return | 13.40% | 26.64%-13.2pp | 773.79%-760.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $278 | $2,370-88.3% | $2,912-90.5% | $2,726-89.8% |
| Participant deferral / active EE | $1,788 | $3,505-49.0% | $4,319-58.6% | $4,647-61.5% |
| Admin fee / account holder | $23 | $526-95.7% | $7,386-99.7% | $430-94.7% |