Filed November 14, 2003
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Participant loan processing; Recordke... | $20,851 |
LCM CAPITAL MANAGEMENT1+ years Service code 27 230 WEST MONROE, SUITE 310 · CHICAGO, IL 60606 | Advisory (Plan) | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,718 | $46,360+74.1% | $147,614-45.3% | $52,331+54.2% |
| Participation rate | 21.5% | 64.9%-43.4pp | 84.6%-63.1pp | 68.1%-46.6pp |
| Annual return | -0.87% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,662 | $2,126-21.8% | $5,564-70.1% | $1,882-11.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $483 | $766-36.9% | $11,611-95.8% | $592-18.3% |