See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC3 years Service code 27 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $43,906 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 5900 O STREET · LINCOLN, NE 68501 | Advisory (Plan) | $8,782 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $2,928 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,108 | $66,098+46.9% | $101,794-4.6% | $74,304+30.7% |
| Participation rate | 87.8% | 53.8%+34.1pp | 69.2%+18.6pp | 60.3%+27.5pp |
| Annual return | 13.64% | 19.59%-5.9pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,127 | $1,082+96.7% | $2,289-7.1% | $2,241-5.1% |
| Participant deferral / active EE | $4,809 | $2,781+72.9% | $4,084+17.8% | $3,767+27.7% |
| Admin fee / account holder | $351 | $4,146-91.5% | $8,777-96.0% | $2,969-88.2% |