Filed May 21, 2012 (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 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 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $133,200 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, SUITE 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,088 |
LUTZ & COMPANY, PC8+ years Service code 10 · EIN 47-0625816 | Accounting | $9,420 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,690 | $82,202+279.2% | $125,339+148.7% | $64,808+380.9% |
| Participation rate | 99.7% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -18.08% | 3.48%-21.6pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $11,767 | $3,615+225.5% | $4,814+144.5% | $2,506+369.6% |
| Participant deferral / active EE | $14,488 | $7,175+101.9% | $7,446+94.6% | $4,310+236.1% |
| Admin fee / account holder | $227 | $163+39.1% | $10,010-97.7% | $188+20.9% |