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 LLC3 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $51,666 |
INVISOR SOLUTIONS LLC3 years Service code 13 225 MAIN ST · SENECA, KS 66538 | Contract Administrator | $27,718 |
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 | $74,368 | $61,272+21.4% | $149,673-50.3% | $71,457+4.1% |
| Participation rate | 92.7% | 62.5%+30.2pp | 78.8%+13.9pp | 67.9%+24.7pp |
| Annual return | 18.55% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,568 | $2,378+8.0% | $4,818-46.7% | $2,588-0.8% |
| Participant deferral / active EE | $4,725 | $2,917+62.0% | $5,680-16.8% | $4,289+10.2% |
| Admin fee / account holder | $425 | $1,261-66.3% | $13,210-96.8% | $1,587-73.3% |