Filed January 5, 2005 (most recent of 2 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 |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,574 | $185,342-52.7% | $111,297-21.3% | $86,799+0.9% |
| Participation rate | 55.0% | 81.0%-26.0pp | 77.3%-22.3pp | 72.3%-17.3pp |
| Annual return | 15.02% | 500.80%-485.8pp | 54.65%-39.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,276 | $4,458-26.5% | $4,487-27.0% | $4,131-20.7% |
| Admin fee / account holder | $66 | $255-74.1% | $7,964-99.2% | $170-61.0% |