Filed November 9, 2005 (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 |
|---|---|---|
Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $28,302 |
STRATEGIC FINANCIAL GROUP3 years Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $16,966 |
Service code 13 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $10 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,967 | $130,194+47.4% | $169,993+12.9% | $71,457+168.6% |
| Participation rate | 96.1% | 86.1%+9.9pp | 87.0%+9.1pp | 67.9%+28.2pp |
| Annual return | 11.67% | 20.37%-8.7pp | 53.37%-41.7pp | 28.85%-17.2pp |
| Employer contribution / active EE | $7,516 | $4,381+71.6% | $6,785+10.8% | $2,588+190.5% |
| Participant deferral / active EE | $4,968 | $6,923-28.2% | $10,408-52.3% | $4,289+15.8% |
| Admin fee / account holder | $268 | $966-72.3% | $12,815-97.9% | $1,587-83.1% |