Filed February 20, 2008
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 |
|---|---|---|
TAX FAVORED BENEFITS, INC.2 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $4,550 |
AMERITAS LIFE INSURANCE CORP4+ years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,870 | $86,332+26.1% | $125,175-13.0% | $65,185+67.0% |
| Participation rate | 90.6% | 75.3%+15.3pp | 79.8%+10.8pp | 70.2%+20.4pp |
| Annual return | 9.54% | 27.43%-17.9pp | 43.79%-34.2pp | 29.38%-19.8pp |
| Employer contribution / active EE | $710 | $2,040-65.2% | $3,865-81.6% | $2,177-67.4% |
| Participant deferral / active EE | $5,344 | $3,537+51.1% | $4,937+8.2% | $3,514+52.1% |
| Admin fee / account holder | $26 | $609-95.7% | $9,702-99.7% | $847-96.9% |