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 SERVICES2+ years Filed as: FIRST BANKERS TRUST Service code 21 · EIN 37-0622729 | Bank Trustee | $39,775 |
PRAIRIE CAPITAL ADVISORS2+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $14,458 |
POSTLETHWAITE & NETTERVILLE2+ years Service code 10 · EIN 72-1202441 | Accounting | $13,965 |
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $10,815 |
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 | $185,505 | $80,177+131.4% | $123,892+49.7% | $57,658+221.7% |
| Participation rate | 98.9% | 74.4%+24.5pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 19.67% | 17.90%+1.8pp | 47.52%-27.8pp | 5.13%+14.5pp |
| Employer contribution / active EE | $5,390 | $2,913+85.1% | $4,617+16.7% | $1,974+173.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $263 | $106+147.7% | $8,357-96.8% | $95+178.6% |