Filed June 16, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 27 · EIN 22-2825878 | Advisory (Plan) | $25,430 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,463 | $46,732-2.7% | $156,549-71.0% | $55,167-17.6% |
| Participation rate | 65.0% | 65.8%-0.8pp | 84.0%-19.0pp | 69.0%-4.0pp |
| Annual return | 1.12% | 17.72%-16.6pp | 32.23%-31.1pp | 169.23%-168.1pp |
| Employer contribution / active EE | $1,090 | $2,105-48.2% | $5,501-80.2% | $1,963-44.4% |
| Participant deferral / active EE | $1,887 | $2,204-14.4% | $4,871-61.3% | $3,054-38.2% |
| Admin fee / account holder | $363 | $418-13.3% | $13,027-97.2% | $504-28.0% |