Filed January 17, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
FIRST BANKERS TRUST SERVICES1+ years Filed as: FIRST BANKERS TRUST Service code 21 · EIN 37-0622729 | Bank Trustee | $38,855 |
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $15,705 |
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $10,300 |
POSTLETHWAITE & NETTERVILLE1+ years Service code 10 · EIN 72-1202441 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $176,688 | $227,611-22.4% | $115,037+53.6% | - |
| Participation rate | 99.2% | 70.4%+28.8pp | 81.4%+17.8pp | - |
| Annual return | 12.39% | -2.26%+14.6pp | 26.14%-13.7pp | - |
| Employer contribution / active EE | $5,255 | $2,567+104.7% | $4,608+14.0% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $313 | $24,340-98.7% | $8,175-96.2% | - |