Filed December 18, 1992
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 15 · EIN 35-0145825 | Recordkeeping | $147,176 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $24,084 |
TFB ADVISORS, LLC1 year Filed as: TFB ADVISORS LLC Service code 16 · EIN 88-2289092 | Consulting | $19,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,244 | $50,815-9.0% | $155,509-70.3% | $77,643-40.4% |
| Participation rate | 87.6% | 63.1%+24.5pp | 78.2%+9.4pp | 70.6%+17.1pp |
| Annual return | 25.79% | 34.80%-9.0pp | 64.67%-38.9pp | 31.24%-5.5pp |
| Employer contribution / active EE | $626 | $1,993-68.6% | $4,672-86.6% | $2,726-77.1% |
| Participant deferral / active EE | $3,446 | $2,822+22.1% | $5,626-38.8% | $4,647-25.9% |
| Admin fee / account holder | $21 | $437-95.3% | $15,912-99.9% | $430-95.2% |