Filed January 20, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TAX FAVORED BENEFITS, INC.2 years Service code 13 4801 W, 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $8,249 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,846-100.0% | $119,609-100.0% | - |
| Participation rate | 0.0% | 78.0%-78.0pp | 79.3%-79.3pp | - |
| Annual return | -20.85% | -15.20%-5.6pp | -14.97%-5.9pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,602-100.0% | - |
| Admin fee / account holder | $0 | $73,538-100.0% | $10,323-100.0% | - |