Filed October 18, 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 |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $127,856 |
Service code 26 444 W 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Participants) | $7,500 |
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 | $57,131 | $80,177-28.7% | $123,892-53.9% | $57,658-0.9% |
| Participation rate | 95.9% | 74.4%+21.5pp | 81.4%+14.5pp | 70.2%+25.7pp |
| Annual return | 18.02% | 17.90%+0.1pp | 47.52%-29.5pp | 5.13%+12.9pp |
| Employer contribution / active EE | $2,250 | $2,913-22.7% | $4,617-51.3% | $1,974+14.0% |
| Participant deferral / active EE | $4,182 | $5,130-18.5% | $5,984-30.1% | $3,061+36.7% |
| Admin fee / account holder | $222 | $106+108.4% | $8,357-97.3% | $95+134.4% |