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.8+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $28,866 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,462 | $100,227+7.2% | $169,993-36.8% | $74,419+44.4% |
| Participation rate | 99.6% | 87.3%+12.2pp | 87.0%+12.6pp | 70.7%+28.8pp |
| Annual return | 14.53% | 66.08%-51.6pp | 53.37%-38.8pp | 34.38%-19.9pp |
| Employer contribution / active EE | $5,508 | $4,263+29.2% | $6,785-18.8% | $2,637+108.8% |
| Participant deferral / active EE | $4,908 | $7,143-31.3% | $10,408-52.8% | $4,528+8.4% |
| Admin fee / account holder | $48 | $234-79.6% | $12,815-99.6% | $348-86.2% |