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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Filed as: BENEFIT TRUST CO. Service code 21 · EIN 41-2112888 | Bank Trustee | $42,454 |
ALLEN, GIBBS & HOULIK, L.C.10+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $28,965 |
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 | $126,435 | $131,799-4.1% | $200,582-37.0% | $85,563+47.8% |
| Participation rate | 99.8% | 87.9%+11.8pp | 86.9%+12.9pp | 66.0%+33.8pp |
| Annual return | 12.50% | 21.59%-9.1pp | 42.33%-29.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $5,719 | $4,532+26.2% | $6,419-10.9% | $2,654+115.5% |
| Participant deferral / active EE | $5,510 | $7,702-28.5% | $9,331-40.9% | $4,375+25.9% |
| Admin fee / account holder | $128 | $235-45.7% | $16,305-99.2% | $834-84.7% |