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 CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $53,727 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $22,645 |
MIZE HOUSER & COMPANY1 year Filed as: MIZE, CPAS Service code 10 534 S KANSAS AVE STE 700 · TOPEKA, KS 66603 | Accounting | $10,500 |
TAX FAVORED BENEFITS, INC.7+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $9,935 |
ASCENSUS LLC3 years 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 | $94,184 | $93,131+1.1% | $106,548-11.6% | $86,799+8.5% |
| Participation rate | 83.4% | 81.4%+2.0pp | 76.1%+7.3pp | 72.3%+11.2pp |
| Annual return | 15.65% | 19.45%-3.8pp | 26.80%-11.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,947 | $2,895-32.8% | $2,819-30.9% | $2,405-19.0% |
| Participant deferral / active EE | $4,639 | $4,708-1.5% | $4,398+5.5% | $4,131+12.3% |
| Admin fee / account holder | $296 | $145+104.2% | $7,407-96.0% | $170+74.7% |