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.4 years Service code 13 4801 W, 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $5,009 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $3,668 |
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 | $106,904 | $89,436+19.5% | $164,813-35.1% | $77,643+37.7% |
| Participation rate | 93.8% | 78.6%+15.2pp | 78.6%+15.2pp | 70.6%+23.3pp |
| Annual return | 15.97% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,339 | $2,569-47.9% | $4,341-69.2% | $2,726-50.9% |
| Participant deferral / active EE | $3,620 | $4,897-26.1% | $6,031-40.0% | $4,647-22.1% |
| Admin fee / account holder | $23 | $339-93.3% | $12,690-99.8% | $430-94.7% |