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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,624 |
TFO-TDC, LLC1 year Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $17,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,878 | $89,739+49.2% | $149,718-10.6% | $62,292+114.9% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 19.68% | 21.01%-1.3pp | 1501.63%-1481.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $3,292 | $3,233+1.8% | $5,445-39.5% | $2,042+61.2% |
| Participant deferral / active EE | $6,377 | $4,797+32.9% | $6,569-2.9% | $3,169+101.2% |
| Admin fee / account holder | $408 | $551-25.9% | $11,283-96.4% | $479-14.8% |