Filed August 12, 2008
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.2+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $179,067 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 118 W IRON · SALINA, KS 67402 | Advisory (Participants) | $21,495 |
TWO WEST CAPITAL ADVISORS1+ years Filed as: TWO WEST Service code 17 4551 W 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207 | Pension Consulting | $18,213 |
KCOE ISOM, LLP2+ years Service code 10 PO BOX 1100 · SALINA, KS 67402 | Accounting | $12,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $5,738 |
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 | $29,623 | $34,495-14.1% | $78,689-62.4% | $63,975-53.7% |
| Participation rate | 73.5% | 60.8%+12.7pp | 73.6%-0.1pp | 71.1%+2.3pp |
| Annual return | 7.04% | 11.62%-4.6pp | 62.18%-55.1pp | 48.65%-41.6pp |
| Employer contribution / active EE | $987 | $1,398-29.4% | $2,851-65.4% | $2,182-54.8% |
| Participant deferral / active EE | $1,556 | $2,100-25.9% | $3,517-55.8% | $3,356-53.6% |
| Admin fee / account holder | $102 | $68+50.1% | $4,510-97.7% | $70+44.9% |