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.3 years Service code 13 4801 W, 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $4,800 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $3,112 |
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 | $94,478 | $91,372+3.4% | $129,995-27.3% | $74,419+27.0% |
| Participation rate | 91.2% | 77.8%+13.4pp | 78.5%+12.7pp | 70.7%+20.5pp |
| Annual return | 21.65% | 23.21%-1.6pp | -137.18%+158.8pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,448 | $2,563-43.5% | $4,320-66.5% | $2,637-45.1% |
| Participant deferral / active EE | $3,671 | $4,721-22.2% | $5,820-36.9% | $4,528-18.9% |
| Admin fee / account holder | $21 | $283-92.5% | $10,614-99.8% | $348-93.9% |