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 |
|---|---|---|
Service code 10 · EIN 41-0417830 | Accounting | $40,020 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,429 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 27 10955 LOWELL AVE · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,182 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER WELLER HEISER Service code 27 P.O. BOX 159 · ST. CLOUD, MN 56302 | Advisory (Plan) | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,545 | $40,113-38.8% | $84,015-70.8% | $77,787-68.4% |
| Participation rate | 71.0% | 62.8%+8.2pp | 69.0%+2.0pp | 73.2%-2.2pp |
| Annual return | 18.15% | 23.27%-5.1pp | 71.31%-53.2pp | 32.57%-14.4pp |
| Employer contribution / active EE | $2,491 | $847+194.0% | $1,983+25.6% | $2,504-0.5% |
| Participant deferral / active EE | $720 | $2,030-64.5% | $3,239-77.8% | $3,967-81.9% |
| Admin fee / account holder | $76 | $92-17.1% | $6,101-98.8% | $100-24.1% |