Filed February 7, 2019 (most recent of 2 filings on file)
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 6-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; Sub-transfer agenc... | $18,733 |
WITHUMSMITH+BROWN, PC1+ years Filed as: ADAMS, BROWN, BERAN & BALL Service code 10 · EIN 48-1040139 2006 BROADWAY · GREAT BEND, KS 67530 | Accounting | $17,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,680 | $37,039-95.5% | $147,614-98.9% | $59,188-97.2% |
| Participation rate | 18.9% | 63.8%-44.8pp | 84.6%-65.7pp | 69.4%-50.5pp |
| Annual return | 1.20% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $160 | $2,094-92.3% | $4,895-96.7% | $3,265-95.1% |
| Admin fee / account holder | $85 | $60+41.6% | $11,611-99.3% | $92-7.5% |