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 | $40,939 |
TFO-TDC, LLC3 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $37,313 |
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 | $80,549 | $70,908+13.6% | $98,907-18.6% | $73,488+9.6% |
| Participation rate | 88.8% | 73.8%+15.0pp | 76.0%+12.7pp | 70.7%+18.1pp |
| Annual return | 14.10% | 34.17%-20.1pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,040 | $2,036-48.9% | $2,689-61.3% | $2,270-54.2% |
| Participant deferral / active EE | $3,432 | $3,500-2.0% | $4,244-19.1% | $3,740-8.2% |
| Admin fee / account holder | $408 | $535-23.8% | $6,642-93.9% | $513-20.6% |