Filed July 12, 2006
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 |
|---|---|---|
BENEFIT TRUST COMPANY10+ years Service code 21 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $33,023 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $14,570 |
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 | $113,705 | $81,248+39.9% | $155,509-26.9% | $80,856+40.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,694 | $3,100-45.4% | $4,672-63.7% | $2,755-38.5% |
| Participant deferral / active EE | $3,571 | $3,452+3.4% | $5,626-36.5% | $4,296-16.9% |
| Admin fee / account holder | $357 | $7,997-95.5% | $15,912-97.8% | $6,918-94.8% |