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, LLC3 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $108,230 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $74,392 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,702 | $79,519+0.2% | $95,952-16.9% | $73,409+8.6% |
| Participation rate | 99.6% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 11.39% | 19.20%-7.8pp | 91.61%-80.2pp | 59.29%-47.9pp |
| Employer contribution / active EE | $2,309 | $2,048+12.7% | $2,541-9.1% | $2,234+3.4% |
| Participant deferral / active EE | $5,531 | $4,138+33.6% | $4,167+32.7% | $3,805+45.3% |
| Admin fee / account holder | $291 | $184+58.0% | $6,795-95.7% | $158+84.5% |