Filed January 28, 2010
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 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $37,949 |
CROSSROADS FINANCIAL MANAGEMENT1+ years Service code 27 13715 W. 109TH STREET, SUITE 110 · LENEXA, KS 66215 | Advisory (Plan) | $10,000 |
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 | $33,327 | $38,925-14.4% | $73,843-54.9% | $55,191-39.6% |
| Participation rate | 56.0% | 66.0%-10.0pp | 73.4%-17.4pp | 69.2%-13.1pp |
| Annual return | 0.34% | 6.31%-6.0pp | 2267.84%-2267.5pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,117 | $1,695-34.1% | $2,787-59.9% | $1,899-41.2% |
| Participant deferral / active EE | $1,952 | $2,351-17.0% | $3,583-45.5% | $3,046-35.9% |
| Admin fee / account holder | $49 | $83-40.9% | $4,880-99.0% | $91-46.1% |