Filed January 7, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,306 |
TFO-TDC, LLC1 year Service code 27 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Plan) | $8,271 |
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 | $70,416 | $63,299+11.2% | $91,001-22.6% | $62,292+13.0% |
| Participation rate | 88.4% | 73.3%+15.1pp | 75.6%+12.8pp | 69.5%+18.9pp |
| Annual return | 24.89% | 20.99%+3.9pp | 4.60%+20.3pp | 28.90%-4.0pp |
| Employer contribution / active EE | $859 | $1,807-52.4% | $2,456-65.0% | $2,042-57.9% |
| Participant deferral / active EE | $2,907 | $2,943-1.2% | $3,547-18.1% | $3,169-8.3% |
| Admin fee / account holder | $155 | $468-67.0% | $5,417-97.1% | $479-67.8% |