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 | Claims processing; Recordkeeping and ... | $6,760 |
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 | $28,074 | $75,183-62.7% | $123,892-77.3% | $55,167-49.1% |
| Participation rate | 94.7% | 72.8%+21.9pp | 81.4%+13.3pp | 69.0%+25.7pp |
| Annual return | 7.42% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $702 | $2,823-75.1% | $4,617-84.8% | $1,963-64.2% |
| Participant deferral / active EE | $2,822 | $5,084-44.5% | $5,984-52.8% | $3,054-7.6% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |