Filed October 9, 2003
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DIETRICH & ASSOCIATES1 year Service code 15 404 N 31ST SUITE 213 · BILLINGS, MT 59101 | Recordkeeping | $75,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $55,961 |
SMS RETIREMENT3 years Service code 11 4540 COOPER RD #303 · CINCINNATI, OH 45242 | Actuarial | $36,175 |
Filed as: SQUIRE, PATTON & BOGGS Service code 29 70 W MADISON ST · CHICAGO, IL 60602 | Legal | $18,166 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $12,641 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | -2.27% | 3.51%-5.8pp | 5.17%-7.4pp | 13.05%-15.3pp |
| Employer contribution / active EE | $14,172 | $33,893-58.2% | $26,422-46.4% | $37,639-62.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |