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, LLC2 years Service code 27 · EIN 84-4383499 | Advisory (Plan) | $56,770 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $26,394 |
TAX FAVORED BENEFITS, INC.10+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $12,700 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,054 | $92,055+14.1% | $106,213-1.1% | $77,643+35.3% |
| Participation rate | 83.4% | 81.0%+2.4pp | 75.3%+8.1pp | 70.6%+12.8pp |
| Annual return | 15.60% | 17.91%-2.3pp | 116.14%-100.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,345 | $3,367-30.4% | $3,171-26.1% | $2,726-14.0% |
| Participant deferral / active EE | $5,696 | $5,386+5.8% | $5,016+13.6% | $4,647+22.6% |
| Admin fee / account holder | $282 | $219+28.6% | $11,033-97.4% | $430-34.5% |