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 | $36,689 |
TFO-TDC, LLC2 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $34,978 |
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 | $76,396 | $66,310+15.2% | $93,606-18.4% | $65,185+17.2% |
| Participation rate | 86.9% | 74.0%+12.9pp | 75.8%+11.1pp | 70.2%+16.7pp |
| Annual return | 22.06% | 42.58%-20.5pp | 32.76%-10.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,119 | $2,012-44.4% | $2,718-58.8% | $2,177-48.6% |
| Participant deferral / active EE | $3,372 | $3,342+0.9% | $4,069-17.1% | $3,514-4.0% |
| Admin fee / account holder | $343 | $6,897-95.0% | $7,888-95.7% | $847-59.5% |