Filed November 19, 2008
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 13 · EIN 42-0127290 | Contract Administrator | $46,160 |
Service code 27 · EIN 26-1420600 | Advisory (Plan) | $10,587 |
HEFFNER, JASON W.1 year Service code 49 7300 W 110TH ST STE 220 · OVERLAND PARK, KS 662102332 | Other Services | $2,600 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,153 | $52,884+11.9% | $84,750-30.2% | $55,167+7.2% |
| Participation rate | 85.8% | 67.5%+18.3pp | 76.6%+9.2pp | 69.0%+16.8pp |
| Annual return | 10.40% | 18.03%-7.6pp | 22.78%-12.4pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,708 | $2,233+21.2% | $3,574-24.2% | $1,963+38.0% |
| Participant deferral / active EE | $5,683 | $2,644+115.0% | $3,712+53.1% | $3,054+86.1% |
| Admin fee / account holder | $256 | $581-55.8% | $5,332-95.2% | $504-49.1% |