Filed October 18, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: ALLEN GIBBS & HOULIK LC Service code 10 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Accounting | $15,286 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,800 | $79,519-71.3% | $95,952-76.2% | $73,409-68.9% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 21.26% | 19.20%+2.1pp | 91.61%-70.4pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,917 | $2,048-6.4% | $2,541-24.6% | $2,234-14.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $21 | $184-88.4% | $6,795-99.7% | $158-86.4% |