Filed February 10, 1997 (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 |
|---|---|---|
TFO-TDC, LLC4+ years Service code 16 · EIN 20-1017513 | Consulting | $151,587 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $102,991 |
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.
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 | $153,053 | $56,443+171.2% | $83,848+82.5% | $55,725+174.7% |
| Participation rate | 97.5% | 72.0%+25.5pp | 76.1%+21.4pp | 70.9%+26.7pp |
| Annual return | -7.18% | 393.67%-400.8pp | 850.88%-858.1pp | 244.93%-252.1pp |
| Employer contribution / active EE | $5,686 | $2,682+112.0% | $3,631+56.6% | $2,078+173.6% |
| Participant deferral / active EE | $7,186 | $2,965+142.4% | $4,082+76.1% | $3,356+114.2% |
| Admin fee / account holder | $576 | $156+268.7% | $5,478-89.5% | $115+400.1% |