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 | $128,603+27.9% | $197,124-16.5% | $67,986+142.0% |
| Participation rate | 93.9% | 81.7%+12.2pp | 86.7%+7.1pp | 57.2%+36.7pp |
| Annual return | 18.36% | 23.77%-5.4pp | 44.34%-26.0pp | 31.67%-13.3pp |
| Employer contribution / active EE | $4,954 | $4,379+13.1% | $6,227-20.4% | $2,019+145.4% |
| Participant deferral / active EE | $9,491 | $6,840+38.8% | $9,135+3.9% | $3,358+182.6% |
| Admin fee / account holder | $631 | $3,035-79.2% | $16,298-96.1% | $3,203-80.3% |