Filed January 4, 2018 (most recent of 3 filings on file)
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 | Participant loan processing; Claims p... | $5,235 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,839 | $39,122-21.2% | $57,179-46.1% | $62,891-51.0% |
| Participation rate | 98.9% | 70.5%+28.3pp | 75.3%+23.5pp | 69.3%+29.5pp |
| Annual return | 9.48% | 9.23%+0.2pp | 14.59%-5.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,925 | $1,874+56.1% | $2,682+9.0% | $2,281+28.2% |
| Participant deferral / active EE | $4,122 | $2,374+73.6% | $3,096+33.1% | $3,203+28.7% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |