Filed March 31, 2006
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 15 · EIN 35-0145825 | Recordkeeping | $44,939 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $28,374 |
INVISOR FINANCIAL LLC1 year Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $7,282 |
INVISOR SOLUTIONS LLC1 year Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $6,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,441 | $61,156+10.3% | $185,823-63.7% | $79,386-15.0% |
| Participation rate | 91.1% | 66.6%+24.5pp | 81.7%+9.4pp | 70.7%+20.4pp |
| Annual return | 18.79% | 19.45%-0.7pp | 122.05%-103.3pp | 116.85%-98.1pp |
| Employer contribution / active EE | $2,490 | $2,321+7.3% | $5,167-51.8% | $2,427+2.6% |
| Participant deferral / active EE | $3,815 | $2,789+36.8% | $5,568-31.5% | $4,046-5.7% |
| Admin fee / account holder | $241 | $710-66.1% | $16,237-98.5% | $626-61.6% |