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) | $69,546 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,132 | $92,055-55.3% | $106,213-61.3% | $77,643-47.0% |
| Participation rate | 58.7% | 81.0%-22.3pp | 75.3%-16.6pp | 70.6%-11.9pp |
| Annual return | 16.01% | 17.91%-1.9pp | 116.14%-100.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,096 | $3,367-67.4% | $3,171-65.4% | $2,726-59.8% |
| Participant deferral / active EE | $1,611 | $5,386-70.1% | $5,016-67.9% | $4,647-65.3% |
| Admin fee / account holder | $329 | $219+50.2% | $11,033-97.0% | $430-23.6% |