Filed May 10, 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 |
|---|---|---|
SUNFLOWER BANK1 year Filed as: SUNFLOWER BANK NA Service code 27 3025 CORTLAND CIR · SALINA, KS 67401 | Advisory (Plan) | $35,199 |
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $18,774 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,098 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,039 | $79,171+8.7% | $102,423-16.0% | $74,495+15.5% |
| Participation rate | 81.3% | 74.8%+6.5pp | 76.5%+4.9pp | 67.2%+14.1pp |
| Annual return | 24.68% | 54.93%-30.3pp | 29.32%-4.6pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $2,189 | $2,362-7.3% | $3,023-27.6% | $2,623-16.5% |
| Participant deferral / active EE | $4,921 | $4,415+11.5% | $5,053-2.6% | $4,346+13.2% |
| Admin fee / account holder | $326 | $2,001-83.7% | $9,451-96.5% | $1,942-83.2% |