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 |
|---|---|---|
TFB ADVISORS, LLC1 year Filed as: TFB ADVISORS,LLC Service code 51 · EIN 88-2289092 | Investment Mgmt Fees | $70,268 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,926 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 51 · EIN 84-4383499 5900 O STREET · LINCOLN, NE 68501 | Investment Mgmt Fees | $16,815 |
TAX FAVORED BENEFITS, INC.6 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $6,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,467 | $82,978+46.4% | $129,995-6.6% | $71,457+70.0% |
| Participation rate | 89.5% | 74.1%+15.5pp | 78.5%+11.1pp | 67.9%+21.6pp |
| Annual return | 6.40% | 20.60%-14.2pp | -137.18%+143.6pp | 28.85%-22.4pp |
| Employer contribution / active EE | $1,339 | $2,622-48.9% | $4,320-69.0% | $2,588-48.3% |
| Participant deferral / active EE | $7,329 | $4,432+65.4% | $5,820+25.9% | $4,289+70.9% |
| Admin fee / account holder | $495 | $1,729-71.3% | $10,614-95.3% | $1,587-68.8% |