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 | Claims processing; Recordkeeping and ... | $36,778 |
Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 641219153 | 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 | $36,625 | $34,495+6.2% | $78,689-53.5% | $63,975-42.8% |
| Participation rate | 51.0% | 60.8%-9.8pp | 73.6%-22.5pp | 71.1%-20.1pp |
| Annual return | 8.62% | 11.62%-3.0pp | 62.18%-53.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,109 | $1,398-20.7% | $2,851-61.1% | $2,182-49.2% |
| Participant deferral / active EE | $1,919 | $2,100-8.6% | $3,517-45.4% | $3,356-42.8% |
| Admin fee / account holder | $34 | $68-49.7% | $4,510-99.2% | $70-51.4% |