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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 |
|---|---|---|
TDC INVESTMENT ADVISORY SERVICES6+ years Filed as: TDC INVESTMENT ADVISORY SERVICE Service code 51 · EIN 34-1023717 | Investment Mgmt Fees | $50,830 |
NEWPORT GROUP, INC.2 years Service code 21 · EIN 27-2037969 | Bank Trustee | $11,923 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $187,708 | $78,422+139.4% | $95,952+95.6% | $79,858+135.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.57% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $663 | $1,945-65.9% | $2,541-73.9% | $2,471-73.2% |
| Participant deferral / active EE | $6,286 | $3,440+82.7% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $826 | $5,622-85.3% | $6,795-87.8% | $5,306-84.4% |