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, LLC2 years Service code 15 · EIN 88-2289092 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Recordkeeping | $61,864 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,272 |
Service code 27 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TN 78730 | Advisory (Plan) | $5,177 |
TAX FAVORED BENEFITS, INC.7 years Service code 13 · EIN 48-0912395 | Contract Administrator | $4,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,368 | $86,944+7.4% | $107,525-13.2% | $74,304+25.7% |
| Participation rate | 96.4% | 59.6%+36.9pp | 75.1%+21.4pp | 60.3%+36.1pp |
| Annual return | 14.94% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,593 | $2,757-42.2% | $3,754-57.6% | $2,241-28.9% |
| Participant deferral / active EE | $5,071 | $3,554+42.7% | $5,116-0.9% | $3,767+34.6% |
| Admin fee / account holder | $278 | $3,727-92.5% | $8,919-96.9% | $2,969-90.6% |