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 | Float revenue; Direct payment from th... | $7,939 |
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 | $37,957 | $45,035-15.7% | $62,995-39.7% | $70,131-45.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.53% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,872 | $2,051+40.0% | $2,759+4.1% | $2,342+22.6% |
| Participant deferral / active EE | $4,688 | $2,465+90.2% | $3,329+40.8% | $3,332+40.7% |
| Admin fee / account holder | $26 | $2,834-99.1% | $3,600-99.3% | $4,645-99.4% |