Filed October 18, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $160,569 |
TFO-TDC, LLC2+ years Filed as: TFO-TDC LLC Service code 16 · EIN 21-1017513 | Consulting | $87,562 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $126,022 | $68,408+84.2% | $57,179+120.4% | $57,658+118.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 9.38% | 8.51%+0.9pp | 14.59%-5.2pp | 5.13%+4.3pp |
| Employer contribution / active EE | $5,509 | $2,869+92.0% | $2,682+105.4% | $1,974+179.1% |
| Participant deferral / active EE | $4,624 | $2,903+59.3% | $3,096+49.3% | $3,061+51.1% |
| Admin fee / account holder | $282 | $70+304.2% | $3,139-91.0% | $95+197.8% |