Filed January 20, 2004
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 13 4801 W, 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $5,600 |
Filed as: AMERITAS LIFE INSURANCE Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
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 | $99,836 | $86,225+15.8% | $146,665-31.9% | $86,799+15.0% |
| Participation rate | 88.8% | 78.0%+10.9pp | 80.1%+8.8pp | 72.3%+16.5pp |
| Annual return | 18.40% | 31.23%-12.8pp | 22.74%-4.3pp | 97.91%-79.5pp |
| Employer contribution / active EE | $1,230 | $2,392-48.6% | $4,136-70.3% | $2,405-48.9% |
| Participant deferral / active EE | $3,252 | $4,245-23.4% | $5,506-40.9% | $4,131-21.3% |
| Admin fee / account holder | $24 | $195-87.6% | $10,280-99.8% | $170-85.7% |