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, LLC9+ years Service code 16 · EIN 20-1017513 | Consulting | $136,660 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $116,453 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,924 | $92,971+119.3% | $96,683+110.9% | $74,419+174.0% |
| Participation rate | 95.2% | 71.5%+23.7pp | 74.3%+20.9pp | 70.7%+24.5pp |
| Annual return | 17.17% | 37.49%-20.3pp | 35.69%-18.5pp | 34.38%-17.2pp |
| Employer contribution / active EE | $6,304 | $3,426+84.0% | $3,737+68.7% | $2,637+139.0% |
| Participant deferral / active EE | $8,020 | $3,970+102.0% | $4,878+64.4% | $4,528+77.1% |
| Admin fee / account holder | $510 | $633-19.4% | $6,730-92.4% | $348+46.7% |