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.3+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $167,565 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 118 W IRON · SALINA, KS 67402 | Advisory (Participants) | $94,740 |
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO WEST Service code 17 4551 W. 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207 | Pension Consulting | $38,422 |
KCOE ISOM, LLP3+ years Service code 10 PO BOX 1100 · SALINA, KS 67402 | Accounting | $12,750 |
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 | $33,978 | $41,256-17.6% | $86,590-60.8% | $77,958-56.4% |
| Participation rate | 79.0% | 63.0%+16.0pp | 73.5%+5.4pp | 71.6%+7.3pp |
| Annual return | 18.95% | 17.67%+1.3pp | 964.84%-945.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $1,004 | $1,613-37.7% | $2,839-64.6% | $2,310-56.5% |
| Participant deferral / active EE | $1,964 | $2,332-15.8% | $3,609-45.6% | $3,537-44.5% |
| Admin fee / account holder | $129 | $71+82.6% | $4,906-97.4% | $97+32.7% |