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.5+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $25,780 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,731 | $111,608-8.8% | $177,821-42.8% | $73,409+38.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.00% | 18.23%-1.2pp | 48.32%-31.3pp | 59.29%-42.3pp |
| Employer contribution / active EE | $4,124 | $3,796+8.6% | $5,918-30.3% | $2,234+84.6% |
| Participant deferral / active EE | $3,551 | $6,199-42.7% | $7,714-54.0% | $3,805-6.7% |
| Admin fee / account holder | $47 | $166-71.8% | $12,427-99.6% | $158-70.4% |