Filed December 20, 2012
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 | $152,378 |
LAWING FINANCIAL1 year Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,677 |
ABACUS CPAS, LLC2+ years Service code 10 · EIN 27-2328447 | Accounting | $5,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,625 | $168,231-72.3% | $67,834-31.3% | $63,975-27.1% |
| Participation rate | 51.2% | 66.8%-15.6pp | 68.8%-17.6pp | 71.1%-20.0pp |
| Annual return | 9.58% | 11.76%-2.2pp | 138.47%-128.9pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,266 | $1,907-33.6% | $2,403-47.3% | $2,182-42.0% |
| Participant deferral / active EE | $2,363 | $2,827-16.4% | $3,160-25.2% | $3,356-29.6% |
| Admin fee / account holder | $99 | $81+23.2% | $4,622-97.9% | $70+40.8% |