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, LLC3 years Service code 27 · EIN 84-4383499 | Advisory (Plan) | $42,287 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $20,397 |
TAX FAVORED BENEFITS, INC.11+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $10,105 |
ASCENSUS LLC7 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,103 | $104,919+18.3% | $116,228+6.8% | $85,563+45.0% |
| Participation rate | 83.1% | 78.6%+4.5pp | 74.6%+8.5pp | 66.0%+17.1pp |
| Annual return | 14.91% | 15.38%-0.5pp | 90.06%-75.1pp | 31.51%-16.6pp |
| Employer contribution / active EE | $2,461 | $3,485-29.4% | $2,994-17.8% | $2,654-7.2% |
| Participant deferral / active EE | $5,896 | $5,306+11.1% | $4,953+19.0% | $4,375+34.8% |
| Admin fee / account holder | $218 | $429-49.2% | $11,989-98.2% | $834-73.9% |