Filed March 11, 1998
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 |
|---|---|---|
LAWING FINANCIAL1+ years Filed as: LAWING FINANCIAL INC. Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,333 |
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $34,988 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Account maintenance fees; Direct paym... | $13,121 |
MILLER, WELLE, HEISER & CO, LTD1+ years Filed as: MILLER WELLE HEISER Service code 10 · EIN 04-1334380 | Accounting | $6,775 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Float revenue; Custodial (other than ... | $6 |
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 | $44,956 | $33,745+33.2% | $64,105-29.9% | $55,191-18.5% |
| Participation rate | 97.8% | 59.4%+38.4pp | 68.2%+29.6pp | 69.2%+28.6pp |
| Annual return | 0.20% | 4.95%-4.7pp | 791.24%-791.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $144 | $641-77.5% | $1,820-92.1% | $1,899-92.4% |
| Participant deferral / active EE | $2,762 | $1,929+43.2% | $2,822-2.1% | $3,046-9.3% |
| Admin fee / account holder | $231 | $94+144.4% | $4,499-94.9% | $91+154.0% |