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 |
|---|---|---|
TFB ADVISORS, LLC1 year Service code 27 · EIN 84-4383499 | Advisory (Plan) | $26,520 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $25,915 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $24,714 |
TAX FAVORED BENEFITS, INC.9+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $11,385 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
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 | $89,602 | $84,784+5.7% | $98,439-9.0% | $74,419+20.4% |
| Participation rate | 84.8% | 81.5%+3.3pp | 75.2%+9.7pp | 70.7%+14.1pp |
| Annual return | 19.10% | 20.59%-1.5pp | 21.16%-2.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,103 | $3,364-37.5% | $3,048-31.0% | $2,637-20.3% |
| Participant deferral / active EE | $5,516 | $5,218+5.7% | $4,738+16.4% | $4,528+21.8% |
| Admin fee / account holder | $260 | $204+26.9% | $8,948-97.1% | $348-25.4% |