Filed July 26, 1999
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 |
|---|---|---|
INTRUST BANK, N.A.1+ years Filed as: INTRUST BANK, NA Service code 21 · EIN 48-1169693 | Bank Trustee | $68,704 |
KASPICK & COMPANY, LLC1+ years Service code 28 211 NORTH BROADWAY, SUITE 1000 · ST. LOUIS, MO 631022733 | Investment Management | $47,827 |
TIAA1+ years Filed as: TIAA-CREF TRUST COMPANY, FSB Service code 21 211 NORTH BROADWAY, SUITE 1000 · ST. LOUIS, MO 63102 | Bank Trustee | $14,921 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | -2.75% | 4.08%-6.8pp | 3.97%-6.7pp | 11.88%-14.6pp |
| Employer contribution / active EE | $19,381 | $19,692-1.6% | $28,168-31.2% | $14,612+32.6% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |