Filed May 20, 2006 (most recent of 2 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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.3+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $33,077 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,194 | $80,005-16.0% | $140,016-52.0% | $55,725+20.6% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -3.10% | 0.46%-3.6pp | 651.12%-654.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,040 | $3,403-10.6% | $5,606-45.8% | $2,078+46.3% |
| Participant deferral / active EE | $2,555 | $5,264-51.5% | $6,927-63.1% | $3,356-23.9% |
| Admin fee / account holder | $45 | $116-60.7% | $10,705-99.6% | $115-60.5% |