Filed December 3, 2005
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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $64,785 |
INTRUST BANK, N.A.3 years Filed as: INSTRUST BANK, N.A. Service code 27 · EIN 48-0477525 | Advisory (Plan) | $34,471 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA TPA DIVISION Service code 15 · EIN 13-3745616 | Recordkeeping | $28,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,217 | $50,982+55.4% | $154,803-48.8% | $85,563-7.4% |
| Participation rate | 67.1% | 59.8%+7.3pp | 78.1%-10.9pp | 66.0%+1.2pp |
| Annual return | 17.38% | 30.35%-13.0pp | 58.88%-41.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,498 | $1,708-12.3% | $4,305-65.2% | $2,654-43.5% |
| Participant deferral / active EE | $2,815 | $2,474+13.8% | $5,540-49.2% | $4,375-35.7% |
| Admin fee / account holder | $157 | $846-81.5% | $14,329-98.9% | $834-81.2% |