Filed September 8, 2020
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 15 · EIN 88-2289092 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Recordkeeping | $64,035 |
TAX FAVORED BENEFITS, INC.6 years Service code 13 · EIN 48-0912395 | Contract Administrator | $16,005 |
Service code 27 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TN 78730 | Advisory (Plan) | $4,744 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,569 | $80,724+7.2% | $103,333-16.2% | $74,495+16.2% |
| Participation rate | 95.5% | 65.7%+29.9pp | 74.5%+21.0pp | 67.2%+28.3pp |
| Annual return | 14.37% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,402 | $3,157-55.6% | $3,868-63.8% | $2,623-46.6% |
| Participant deferral / active EE | $4,846 | $3,860+25.5% | $5,057-4.2% | $4,346+11.5% |
| Admin fee / account holder | $264 | $2,368-88.8% | $8,355-96.8% | $1,942-86.4% |