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 | $46,604 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $8,972 |
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 | $58,485 | $78,852-25.8% | $76,768-23.8% | $75,289-22.3% |
| Participation rate | 93.9% | 85.0%+8.9pp | 77.0%+16.9pp | 72.4%+21.4pp |
| Annual return | -4.07% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,616 | $2,794-42.2% | $2,485-35.0% | $2,405-32.8% |
| Participant deferral / active EE | $4,790 | $4,800-0.2% | $3,852+24.4% | $3,739+28.1% |
| Admin fee / account holder | $35 | $79-55.8% | $6,675-99.5% | $102-65.9% |