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, LLC10+ years Service code 16 · EIN 20-1017513 | Consulting | $179,969 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $101,163 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $228,443 | $82,917+175.5% | $103,333+121.1% | $77,643+194.2% |
| Participation rate | 97.7% | 71.6%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 14.57% | 19.13%-4.6pp | 24.88%-10.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,772 | $3,552+90.7% | $3,868+75.1% | $2,726+148.4% |
| Participant deferral / active EE | $8,938 | $4,108+117.6% | $5,057+76.7% | $4,647+92.3% |
| Admin fee / account holder | $552 | $638-13.4% | $8,355-93.4% | $430+28.3% |