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 |
|---|---|---|
INVISOR FINANCIAL LLC2 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $41,990 |
INVISOR SOLUTIONS LLC2 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $26,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,105 | $65,061+1.6% | $143,757-54.0% | $66,914-1.2% |
| Participation rate | 93.7% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -11.31% | -11.14%-0.2pp | -0.04%-11.3pp | 1.58%-12.9pp |
| Employer contribution / active EE | $2,681 | $2,361+13.6% | $4,951-45.9% | $2,544+5.4% |
| Participant deferral / active EE | $4,693 | $2,919+60.8% | $5,637-16.7% | $4,237+10.8% |
| Admin fee / account holder | $420 | $502-16.4% | $14,673-97.1% | $593-29.3% |