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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $68,256 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,865 |
TAX FAVORED BENEFITS, INC.3 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $6,300 |
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 | $116,746 | $81,474+43.3% | $133,956-12.8% | $73,488+58.9% |
| Participation rate | 91.0% | 76.4%+14.7pp | 79.8%+11.2pp | 70.7%+20.3pp |
| Annual return | 11.66% | 19.40%-7.7pp | 45.09%-33.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $697 | $2,209-68.5% | $3,919-82.2% | $2,270-69.3% |
| Participant deferral / active EE | $5,068 | $3,786+33.9% | $5,048+0.4% | $3,740+35.5% |
| Admin fee / account holder | $269 | $713-62.3% | $8,927-97.0% | $513-47.6% |