Filed December 2, 2011
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 | Recordkeeping fees; Recordkeeping and... | $21,766 |
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 | $16,789 | $36,916-54.5% | $156,549-89.3% | $57,658-70.9% |
| Participation rate | 67.2% | 63.4%+3.8pp | 84.0%-16.8pp | 70.2%-3.0pp |
| Annual return | 8.80% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $624 | $1,571-60.3% | $5,501-88.7% | $1,974-68.4% |
| Participant deferral / active EE | $972 | $1,926-49.5% | $4,871-80.0% | $3,061-68.2% |
| Admin fee / account holder | $0 | $82-99.8% | $13,027-100.0% | $95-99.8% |