Filed January 6, 2006
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: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $120,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,525 | $132,049+24.6% | $200,582-18.0% | $74,304+121.4% |
| Participation rate | 93.9% | 84.1%+9.8pp | 86.9%+7.0pp | 60.3%+33.5pp |
| Annual return | 18.36% | 22.22%-3.9pp | 42.33%-24.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,954 | $4,558+8.7% | $6,419-22.8% | $2,241+121.1% |
| Participant deferral / active EE | $9,491 | $7,213+31.6% | $9,331+1.7% | $3,767+151.9% |
| Admin fee / account holder | $631 | $2,405-73.8% | $16,305-96.1% | $2,969-78.8% |