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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,552 |
TFB ADVISORS, LLC3 years Filed as: TFB ADVISORS,LLC Service code 51 · EIN 88-2289092 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Investment Mgmt Fees | $48,222 |
TAX FAVORED BENEFITS, INC.8 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $3,275 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37 |
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 | $128,800 | $96,484+33.5% | $156,263-17.6% | $74,304+73.3% |
| Participation rate | 90.7% | 67.7%+23.1pp | 78.9%+11.8pp | 60.3%+30.4pp |
| Annual return | 9.07% | 17.73%-8.7pp | 59.47%-50.4pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1,148 | $2,528-54.6% | $4,333-73.5% | $2,241-48.8% |
| Participant deferral / active EE | $6,463 | $4,286+50.8% | $6,158+4.9% | $3,767+71.5% |
| Admin fee / account holder | $943 | $3,728-74.7% | $14,255-93.4% | $2,969-68.2% |