Filed November 9, 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 | Finders' fees / placement fees; Parti... | $19,532 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,839 | $75,183+52.7% | $123,892-7.3% | $55,167+108.2% |
| Participation rate | 77.5% | 72.8%+4.7pp | 81.4%-3.9pp | 69.0%+8.5pp |
| Annual return | -0.27% | 19.01%-19.3pp | 47.52%-47.8pp | 169.23%-169.5pp |
| Employer contribution / active EE | $3,046 | $2,823+7.9% | $4,617-34.0% | $1,963+55.2% |
| Participant deferral / active EE | $6,927 | $5,084+36.2% | $5,984+15.8% | $3,054+126.8% |
| Admin fee / account holder | $1 | $663-99.8% | $8,357-100.0% | $504-99.7% |