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.6+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $23,544 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,110 | $111,491+0.6% | $189,513-40.8% | $86,799+29.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 11.82% | 83.50%-71.7pp | 555.15%-543.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $4,860 | $3,951+23.0% | $6,162-21.1% | $2,405+102.1% |
| Participant deferral / active EE | $4,183 | $6,437-35.0% | $8,221-49.1% | $4,131+1.3% |
| Admin fee / account holder | $38 | $189-79.9% | $12,045-99.7% | $170-77.7% |