Filed August 23, 2012
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 37 · EIN 04-2647786 | Loan Processing | $49,379 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,593 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,609 | $88,730-23.8% | $82,313-17.9% | $77,958-13.3% |
| Participation rate | 90.8% | 84.5%+6.3pp | 76.9%+13.9pp | 71.6%+19.2pp |
| Annual return | 14.83% | 20.88%-6.0pp | 25.88%-11.0pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,212 | $2,758-56.1% | $2,428-50.1% | $2,310-47.5% |
| Participant deferral / active EE | $4,121 | $4,634-11.1% | $3,706+11.2% | $3,537+16.5% |
| Admin fee / account holder | $41 | $74-44.2% | $5,608-99.3% | $97-57.6% |