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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CO. LLC Service code 51 · EIN 47-0663374 5900 O STREET · LINCOLN, NE 68501 | Investment Mgmt Fees | $24,115 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,099 |
TAX FAVORED BENEFITS, INC.5 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $8,081 |
Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 51 · EIN 84-4383499 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,531 | $86,655+42.6% | $119,609+3.3% | $66,914+84.6% |
| Participation rate | 85.2% | 75.6%+9.7pp | 79.3%+6.0pp | 69.8%+15.4pp |
| Annual return | -9.12% | -8.00%-1.1pp | -14.97%+5.9pp | 1.58%-10.7pp |
| Employer contribution / active EE | $1,112 | $2,536-56.1% | $4,232-73.7% | $2,544-56.3% |
| Participant deferral / active EE | $6,465 | $4,358+48.4% | $5,602+15.4% | $4,237+52.6% |
| Admin fee / account holder | $548 | $755-27.4% | $10,323-94.7% | $593-7.7% |