Filed February 20, 2008
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 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $250 |
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
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 | $99,519 | $66,302+50.1% | $110,238-9.7% | $56,287+76.8% |
| Participation rate | 91.6% | 74.9%+16.7pp | 79.8%+11.8pp | 69.9%+21.8pp |
| Annual return | 2.53% | -1.18%+3.7pp | 314.74%-312.2pp | -9.96%+12.5pp |
| Employer contribution / active EE | $650 | $2,047-68.2% | $3,826-83.0% | $2,111-69.2% |
| Participant deferral / active EE | $5,083 | $3,381+50.3% | $4,672+8.8% | $3,350+51.7% |
| Admin fee / account holder | $1 | $698-99.8% | $8,547-100.0% | $521-99.7% |