Filed April 18, 2016 (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 9-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 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $14,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,257 | $42,546-45.3% | $71,796-67.6% | $55,167-57.8% |
| Participation rate | 67.9% | 59.1%+8.7pp | 69.1%-1.3pp | 69.0%-1.1pp |
| Annual return | 7.59% | 12.36%-4.8pp | 78.04%-70.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,072 | $2,064-48.1% | $2,794-61.6% | $3,054-64.9% |
| Admin fee / account holder | $69 | $650-89.4% | $4,815-98.6% | $504-86.4% |