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) | $56,010 |
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 | $34,989 | $84,784-58.7% | $98,439-64.5% | $74,419-53.0% |
| Participation rate | 61.4% | 81.5%-20.1pp | 75.2%-13.8pp | 70.7%-9.3pp |
| Annual return | 20.15% | 20.59%-0.4pp | 21.16%-1.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,114 | $3,364-66.9% | $3,048-63.4% | $2,637-57.7% |
| Participant deferral / active EE | $1,614 | $5,218-69.1% | $4,738-65.9% | $4,528-64.4% |
| Admin fee / account holder | $272 | $204+33.0% | $8,948-97.0% | $348-21.8% |