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.9+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $27,412 |
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 | $121,493 | $129,021-5.8% | $184,203-34.0% | $77,643+56.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.92% | 33.27%-19.4pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,583 | $4,413+26.5% | $6,427-13.1% | $2,726+104.8% |
| Participant deferral / active EE | $5,487 | $7,297-24.8% | $9,131-39.9% | $4,647+18.1% |
| Admin fee / account holder | $47 | $254-81.3% | $13,901-99.7% | $430-89.0% |