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 | $185,387 |
LAWING FINANCIAL1 year Filed as: LAWING FINANCIAL INC Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,934 |
ABACUS CPAS, LLC3+ years Service code 10 · EIN 27-2328447 | Accounting | $10,667 |
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 | $45,659 | $65,292-30.1% | $71,671-36.3% | $77,958-41.4% |
| Participation rate | 55.3% | 67.4%-12.1pp | 68.7%-13.4pp | 71.6%-16.3pp |
| Annual return | 14.30% | 21.25%-7.0pp | 20.65%-6.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,358 | $2,085-34.9% | $2,460-44.8% | $2,310-41.2% |
| Participant deferral / active EE | $2,535 | $3,008-15.7% | $3,438-26.3% | $3,537-28.3% |
| Admin fee / account holder | $99 | $84+17.4% | $5,558-98.2% | $97+1.8% |