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, LLC2 years Service code 27 4801W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $188,106 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,058 |
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 | $66,759 | $53,136+25.6% | $155,509-57.1% | $199,593-66.6% |
| Participation rate | 99.0% | 64.1%+34.9pp | 78.2%+20.8pp | 72.0%+27.0pp |
| Annual return | 15.02% | 41.15%-26.1pp | 64.67%-49.7pp | 34.25%-19.2pp |
| Employer contribution / active EE | $2,918 | $1,851+57.6% | $4,672-37.6% | $3,034-3.8% |
| Participant deferral / active EE | $4,925 | $3,161+55.8% | $5,626-12.5% | $5,087-3.2% |
| Admin fee / account holder | $163 | $185-11.9% | $15,912-99.0% | $269-39.2% |