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, LLC2 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $103,441 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $71,563 |
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 | $75,205 | $73,404+2.5% | $87,100-13.7% | $67,579+11.3% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.9%+18.3pp | 71.3%+23.9pp |
| Annual return | 22.80% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,213 | $2,014+9.9% | $2,521-12.2% | $2,148+3.1% |
| Participant deferral / active EE | $4,784 | $3,913+22.3% | $4,049+18.2% | $3,539+35.2% |
| Admin fee / account holder | $277 | $142+95.9% | $7,497-96.3% | $142+95.0% |