Filed June 7, 2021 (most recent of 2 filings on file)
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 Service code 27 4801W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $153,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,236 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,201 | $50,127+18.1% | $149,673-60.4% | $80,160-26.1% |
| Participation rate | 98.7% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 19.05% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.3pp |
| Employer contribution / active EE | $2,752 | $1,865+47.6% | $4,818-42.9% | $2,978-7.6% |
| Participant deferral / active EE | $4,670 | $3,194+46.2% | $5,680-17.8% | $5,017-6.9% |
| Admin fee / account holder | $113 | $153-26.1% | $13,210-99.1% | $145-22.2% |