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, LLC3 years Filed as: TFB ADVISORS Service code 16 4801 W. 110TH ST., STE. 200 · OVERLAND PARK, KS 66211 | Consulting | $65,552 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $24,195 |
AMERITAS LIFE INSURANCE CORP8 years Filed as: AMERITAS INVESTMENT CORP Service code 16 · EIN 47-0663374 | Consulting | $0 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,660 | $55,415+36.5% | $155,509-51.3% | $74,495+1.6% |
| Participation rate | 87.4% | 61.9%+25.5pp | 78.2%+9.2pp | 67.2%+20.2pp |
| Annual return | 13.41% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,214 | $2,267+85.9% | $4,672-9.8% | $2,623+60.6% |
| Participant deferral / active EE | $4,301 | $2,836+51.6% | $5,626-23.6% | $4,346-1.0% |
| Admin fee / account holder | $356 | $1,738-79.5% | $15,912-97.8% | $1,942-81.7% |