Filed August 14, 2009
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 | Direct payment from the plan; Finders... | $5,194 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,582 | $70,002-60.6% | $115,037-76.0% | $52,331-47.3% |
| Participation rate | 83.2% | 72.1%+11.1pp | 81.4%+1.8pp | 68.1%+15.1pp |
| Annual return | 1.78% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $546 | $2,715-79.9% | $4,608-88.1% | $1,882-71.0% |
| Participant deferral / active EE | $2,290 | $4,920-53.4% | $6,026-62.0% | $3,022-24.2% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |