Filed January 11, 1994
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 10 9401 W 87TH ST. · OVERLAND PARK, KS 662123755 | Accounting | $9,150 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,682 | $71,142-11.9% | $119,609-47.6% | $64,808-3.3% |
| Participation rate | 45.3% | 78.6%-33.3pp | 79.3%-34.0pp | 71.5%-26.2pp |
| Annual return | -17.01% | -10.01%-7.0pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,718 | $2,497-31.2% | $4,232-59.4% | $2,506-31.4% |
| Participant deferral / active EE | $2,563 | $4,490-42.9% | $5,602-54.2% | $4,310-40.5% |
| Admin fee / account holder | $104 | $162-36.1% | $10,323-99.0% | $188-44.9% |