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 |
|---|---|---|
TFO-TDC, LLC5 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $34,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,514 | $72,607-8.4% | $90,749-26.7% | $66,914-0.6% |
| Participation rate | 86.2% | 73.7%+12.5pp | 75.7%+10.5pp | 69.8%+16.4pp |
| Annual return | -16.58% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,262 | $2,369-46.7% | $2,921-56.8% | $2,544-50.4% |
| Participant deferral / active EE | $4,271 | $3,977+7.4% | $4,564-6.4% | $4,237+0.8% |
| Admin fee / account holder | $376 | $707-46.8% | $8,445-95.5% | $593-36.5% |