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, LLC4 years Service code 16 · EIN 20-1017513 | Consulting | $77,179 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $74,152 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,176 | $88,890-19.9% | $102,423-30.5% | $77,643-8.3% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 13.36% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,695 | $2,698-0.1% | $3,023-10.9% | $2,726-1.1% |
| Participant deferral / active EE | $6,209 | $5,145+20.7% | $5,053+22.9% | $4,647+33.6% |
| Admin fee / account holder | $171 | $235-27.4% | $9,451-98.2% | $430-60.3% |