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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $212,382 |
TFB ADVISORS, LLC2 years Filed as: TFB ADVISORS LLC Service code 26 · EIN 88-2289092 | Advisory (Participants) | $6,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,796 | $50,982-0.4% | $154,803-67.2% | $85,563-40.6% |
| Participation rate | 87.5% | 59.8%+27.7pp | 78.1%+9.4pp | 66.0%+21.6pp |
| Annual return | 14.37% | 30.35%-16.0pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,261 | $1,708-26.2% | $4,305-70.7% | $2,654-52.5% |
| Participant deferral / active EE | $3,698 | $2,474+49.5% | $5,540-33.3% | $4,375-15.5% |
| Admin fee / account holder | $23 | $846-97.2% | $14,329-99.8% | $834-97.2% |