Filed September 29, 2012
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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Direct payment fr... | $9,923 |
Service code 27 1180 MEDICAL COURT, SUITE A · CARMEL, IN 46032 | Advisory (Plan) | $7,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,823 | $62,561-34.7% | $105,218-61.2% | $52,331-22.0% |
| Participation rate | 85.8% | 70.4%+15.4pp | 77.2%+8.6pp | 68.1%+17.7pp |
| Annual return | 4.11% | 8.71%-4.6pp | 5.33%-1.2pp | 4.54%-0.4pp |
| Employer contribution / active EE | $2,111 | $2,137-1.2% | $3,255-35.1% | $1,882+12.2% |
| Participant deferral / active EE | $5,219 | $3,355+55.5% | $4,867+7.2% | $3,022+72.7% |
| Admin fee / account holder | $75 | $198-62.2% | $6,992-98.9% | $592-87.3% |