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 Service code 16 · EIN 20-1017513 | Consulting | $88,128 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $70,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,923 | $99,078-30.4% | $96,544-28.6% | $74,419-7.4% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.0%+19.5pp | 70.7%+24.8pp |
| Annual return | 18.12% | 22.48%-4.4pp | 25.84%-7.7pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,407 | $2,570-6.3% | $2,965-18.8% | $2,637-8.7% |
| Participant deferral / active EE | $5,706 | $4,933+15.7% | $4,851+17.6% | $4,528+26.0% |
| Admin fee / account holder | $201 | $225-10.4% | $8,252-97.6% | $348-42.1% |