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 Service code 27 · EIN 20-1017513 | Advisory (Plan) | $85,034 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $69,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,025 | $72,254-8.6% | $86,677-23.8% | $64,808+1.9% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.6%+2.6pp | 71.5%+7.8pp |
| Annual return | -14.60% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,241 | $2,393-6.4% | $2,836-21.0% | $2,506-10.6% |
| Participant deferral / active EE | $5,445 | $4,658+16.9% | $4,656+17.0% | $4,310+26.3% |
| Admin fee / account holder | $237 | $174+36.5% | $7,493-96.8% | $188+26.4% |