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.7+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $26,432 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,564 | $86,897+0.8% | $151,611-42.2% | $64,808+35.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.11% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $4,520 | $4,010+12.7% | $6,166-26.7% | $2,506+80.4% |
| Participant deferral / active EE | $4,464 | $6,690-33.3% | $8,363-46.6% | $4,310+3.6% |
| Admin fee / account holder | $40 | $153-73.6% | $11,616-99.7% | $188-78.5% |