Filed October 11, 2006 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $49,225 |
LAWING FINANCIAL2+ years Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $161,791 | $60,165+168.9% | $74,183+118.1% | $55,167+193.3% |
| Participation rate | 81.7% | 74.2%+7.6pp | 76.6%+5.1pp | 69.0%+12.7pp |
| Annual return | 7.37% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,511 | $1,600-5.5% | $2,370-36.2% | $1,963-23.0% |
| Participant deferral / active EE | $6,051 | $2,973+103.5% | $3,550+70.5% | $3,054+98.1% |
| Admin fee / account holder | $935 | $419+123.0% | $5,586-83.3% | $504+85.5% |