Filed January 19, 2024 (most recent of 2 filings on file)
Total covered: 9 employees
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) | $6,100 |
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 | $67,186 | $185,342-63.8% | $111,297-39.6% | $86,799-22.6% |
| Participation rate | 99.8% | 81.0%+18.8pp | 77.3%+22.5pp | 72.3%+27.5pp |
| Annual return | 15.48% | 500.80%-485.3pp | 54.65%-39.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $7,470 | $2,246+232.6% | $2,731+173.5% | $2,405+210.6% |
| Participant deferral / active EE | $3,112 | $4,458-30.2% | $4,487-30.6% | $4,131-24.7% |
| Admin fee / account holder | $9 | $255-96.6% | $7,964-99.9% | $170-94.8% |