Filed June 17, 2020
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 |
|---|---|---|
AVAIL WEALTH MANAGEMENT1 year Service code 27 875 DAKOTA AVE. S SUITE 1 · HURON, SD 57350 | Advisory (Plan) | $10,759 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $9,343 |
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 | $38,620 | $74,089-47.9% | $133,980-71.2% | $55,167-30.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.1%+10.5pp | 69.0%+28.6pp |
| Annual return | 8.63% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,967 | $3,064-35.8% | $5,211-62.3% | $1,963+0.2% |
| Participant deferral / active EE | $3,485 | $4,678-25.5% | $6,282-44.5% | $3,054+14.1% |
| Admin fee / account holder | $74 | $458-83.9% | $9,324-99.2% | $504-85.3% |