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 BANK2 years Filed as: SUNFLOWER BANK NA Service code 27 3025 CORTLAND CIR · SALINA, KS 67401 | Advisory (Plan) | $48,037 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $13,523 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,214 | $95,803-1.7% | $113,168-16.7% | $84,808+11.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.84% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,838 | $2,360+20.3% | $2,975-4.6% | $2,631+7.9% |
| Participant deferral / active EE | $6,555 | $4,242+54.5% | $5,107+28.4% | $4,212+55.7% |
| Admin fee / account holder | $337 | $8,989-96.3% | $12,068-97.2% | $7,344-95.4% |