Filed October 1, 2003
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 |
|---|---|---|
Service code 26 · EIN 80-0136651 12728 STATE LINE RD · LEAWOOD, KS 66209 | Advisory (Participants) | $52,571 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,102 | $81,908-65.7% | $90,749-69.0% | $64,808-56.6% |
| Participation rate | 61.7% | 80.5%-18.8pp | 75.7%-14.0pp | 71.5%-9.8pp |
| Annual return | -17.15% | -12.53%-4.6pp | -12.16%-5.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,062 | $3,065-65.4% | $2,921-63.6% | $2,506-57.6% |
| Participant deferral / active EE | $1,523 | $4,840-68.5% | $4,564-66.6% | $4,310-64.7% |
| Admin fee / account holder | $257 | $157+63.4% | $8,445-97.0% | $188+36.7% |