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 | $36,962 |
TFO-TDC, LLC1 year Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $35,820 |
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 | $63,488 | $58,083+9.3% | $80,019-20.7% | $56,287+12.8% |
| Participation rate | 86.9% | 73.6%+13.3pp | 75.8%+11.1pp | 69.9%+17.0pp |
| Annual return | -7.17% | 34.61%-41.8pp | 11.22%-18.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,021 | $1,932-47.1% | $2,468-58.6% | $2,111-51.6% |
| Participant deferral / active EE | $3,381 | $3,135+7.9% | $3,686-8.3% | $3,350+0.9% |
| Admin fee / account holder | $357 | $623-42.7% | $6,521-94.5% | $521-31.5% |