Filed March 4, 2025
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 |
|---|---|---|
Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $4,300 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,334 | $47,977-86.8% | $154,107-95.9% | $56,287-88.7% |
| Participation rate | 84.3% | 66.2%+18.1pp | 83.0%+1.2pp | 69.9%+14.4pp |
| Annual return | -8.16% | 3.54%-11.7pp | 735.12%-743.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,107 | $2,169-49.0% | $5,298-79.1% | $2,111-47.6% |
| Participant deferral / active EE | $1,053 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.8% |