Filed June 20, 2017 (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, LLC1 year Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $96,803 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $65,112 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,115 | $65,118-3.1% | $76,768-17.8% | $55,725+13.3% |
| Participation rate | 95.6% | 79.6%+15.9pp | 77.0%+18.6pp | 70.9%+24.7pp |
| Annual return | -7.93% | -1.27%-6.7pp | 2.43%-10.4pp | 244.93%-252.9pp |
| Employer contribution / active EE | $2,066 | $1,941+6.4% | $2,485-16.9% | $2,078-0.6% |
| Participant deferral / active EE | $4,602 | $3,688+24.8% | $3,852+19.5% | $3,356+37.2% |
| Admin fee / account holder | $278 | $116+139.8% | $6,675-95.8% | $115+141.2% |