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 |
|---|---|---|
Filed as: DST-AMS AGT FOR RETIREMENT SOLUTION Service code 15 · EIN 04-3157927 P.O. BOX 219320 · KANSAS CITY, MO 641219325 | Recordkeeping | $6,952 |
SECURITY FINANCIAL RESOURCES5+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,195 | $46,722-61.1% | $130,648-86.1% | $65,185-72.1% |
| Participation rate | 54.3% | 60.9%-6.6pp | 71.7%-17.4pp | 70.2%-15.9pp |
| Annual return | 19.46% | 24.17%-4.7pp | 1708.96%-1689.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $495 | $1,488-66.7% | $4,092-87.9% | $2,177-77.3% |
| Participant deferral / active EE | $976 | $2,545-61.7% | $3,603-72.9% | $3,514-72.2% |
| Admin fee / account holder | $89 | $453-80.2% | $5,464-98.4% | $847-89.4% |