See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 27 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $77,677 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,345 |
TAX FAVORED BENEFITS, INC.4 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $9,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,610 | $101,317-28.3% | $146,958-50.6% | $74,495-2.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.62% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,934 | $3,810-49.2% | $4,933-60.8% | $2,623-26.3% |
| Participant deferral / active EE | $11,263 | $7,303+54.2% | $8,070+39.6% | $4,346+159.2% |
| Admin fee / account holder | $367 | $1,739-78.9% | $12,998-97.2% | $1,942-81.1% |