Filed June 17, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
INTRUST BANK, N.A.3+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $37,908 |
GJ & COMPANY, LLC2 years Service code 10 · EIN 48-0970195 | Accounting | $7,850 |
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 | $116,462 | $81,537+42.8% | $149,718-22.2% | $69,631+67.3% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.1%+11.2pp | 70.7%+27.6pp |
| Annual return | 18.50% | 22.79%-4.3pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,303 | $3,239-28.9% | $5,445-57.7% | $2,032+13.3% |
| Participant deferral / active EE | $5,139 | $4,994+2.9% | $6,569-21.8% | $3,224+59.4% |
| Admin fee / account holder | $38 | $107-64.1% | $11,283-99.7% | $110-65.3% |