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 CORP6+ years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $89,424 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,937 |
TAX FAVORED BENEFITS, INC.4 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $12,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,952 | $93,182+42.7% | $146,665-9.3% | $79,386+67.5% |
| Participation rate | 91.2% | 76.4%+14.8pp | 80.1%+11.1pp | 70.7%+20.5pp |
| Annual return | 14.07% | 21.61%-7.5pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $813 | $2,420-66.4% | $4,136-80.3% | $2,427-66.5% |
| Participant deferral / active EE | $6,106 | $4,169+46.5% | $5,506+10.9% | $4,046+50.9% |
| Admin fee / account holder | $583 | $585-0.3% | $10,280-94.3% | $626-6.9% |