Filed November 12, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $47,575 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $14,221 |
MIZE HOUSER & COMPANY2 years Filed as: MIZE HOUSER & COMPANY PA Service code 10 · EIN 48-0882363 534 S KANSAS AVE · TOPEKA, KS 66603 | Accounting | $8,000 |
TAX FAVORED BENEFITS, INC.5+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $6,138 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANG CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $25 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,460 | $74,347+8.2% | $93,606-14.0% | $67,579+19.1% |
| Participation rate | 85.3% | 80.6%+4.7pp | 75.8%+9.5pp | 71.3%+14.0pp |
| Annual return | 22.67% | 28.07%-5.4pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,696 | $2,583-34.3% | $2,718-37.6% | $2,148-21.0% |
| Participant deferral / active EE | $4,048 | $4,060-0.3% | $4,069-0.5% | $3,539+14.4% |
| Admin fee / account holder | $265 | $123+116.3% | $7,888-96.6% | $142+86.5% |