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 |
|---|---|---|
TAX FAVORED BENEFITS, INC.3 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $6,375 |
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 | $14,185 | $58,879-75.9% | $178,490-92.1% | $73,488-80.7% |
| Participation rate | 84.6% | 66.2%+18.3pp | 81.9%+2.6pp | 70.7%+13.9pp |
| Annual return | 16.87% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,724 | $2,236+66.5% | $5,011-25.7% | $2,270+64.1% |
| Participant deferral / active EE | $1,738 | $2,567-32.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $79 | $400-80.3% | $13,984-99.4% | $513-84.7% |