Filed August 5, 1994
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 |
|---|---|---|
BKD, LLP2+ years Service code 13 1201 WALNUT STREET, SUITE 1700 · KANSAS CITY, MO 64106 | Contract Administrator | $11,544 |
EQUITY SERVICES INC2+ years Filed as: EQUITY SOLUTIONS, LLC Service code 34 19546 METCALF · STILLWELL, KS 66085 | Valuation (appraisals, etc.) | $6,085 |
THE WHITLOCK COMPANY2+ years Filed as: WHITLOCK COMPANY LLP Service code 10 3271 E BATTLEFIELD STREET · SPRINGFIELD, MO 65804 | Accounting | $5,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,368 | $56,171+41.3% | $108,745-27.0% | $55,167+43.9% |
| Participation rate | 99.5% | 70.7%+28.8pp | 77.7%+21.8pp | 69.0%+30.5pp |
| Annual return | 6.76% | 214.86%-208.1pp | 46.22%-39.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,445 | $2,153+13.6% | $3,323-26.4% | $1,963+24.6% |
| Participant deferral / active EE | $2,179 | $3,437-36.6% | $5,121-57.4% | $3,054-28.6% |
| Admin fee / account holder | $108 | $302-64.2% | $6,144-98.2% | $504-78.6% |