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, LLC3 years Service code 27 4801W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $206,427 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $141,820 |
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 | $74,306 | $57,610+29.0% | $154,803-52.0% | $102,872-27.8% |
| Participation rate | 97.8% | 59.5%+38.4pp | 78.1%+19.8pp | 73.0%+24.8pp |
| Annual return | 17.11% | 30.49%-13.4pp | 58.88%-41.8pp | 19.06%-1.9pp |
| Employer contribution / active EE | $3,064 | $1,883+62.7% | $4,305-28.8% | $3,526-13.1% |
| Participant deferral / active EE | $5,247 | $2,914+80.1% | $5,540-5.3% | $5,535-5.2% |
| Admin fee / account holder | $174 | $368-52.7% | $14,329-98.8% | $292-40.4% |