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 |
|---|---|---|
TFO-TDC, LLC3+ years Filed as: TFO-TDC LLC Service code 16 · EIN 21-1017513 | Consulting | $108,876 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $92,015 |
NATIONAL FINANCIAL SERVICES3+ 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 | $159,427 | $74,552+113.8% | $62,995+153.1% | $69,631+129.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 15.40% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $5,535 | $2,929+89.0% | $2,759+100.6% | $2,032+172.3% |
| Participant deferral / active EE | $4,579 | $2,974+53.9% | $3,329+37.5% | $3,224+42.0% |
| Admin fee / account holder | $249 | $59+319.3% | $3,600-93.1% | $110+125.5% |