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 |
|---|---|---|
Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $150 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,834 | $60,165-57.1% | $74,183-65.2% | $55,167-53.2% |
| Participation rate | 84.8% | 74.2%+10.7pp | 76.6%+8.2pp | 69.0%+15.8pp |
| Annual return | 27.63% | 10.00%+17.6pp | 17.74%+9.9pp | 169.23%-141.6pp |
| Employer contribution / active EE | $1,319 | $1,600-17.5% | $2,370-44.3% | $1,963-32.8% |
| Participant deferral / active EE | $3,284 | $2,973+10.5% | $3,550-7.5% | $3,054+7.5% |
| Admin fee / account holder | $1 | $419-99.7% | $5,586-100.0% | $504-99.8% |