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 |
|---|---|---|
Filed as: HORIZON TRUST & INVESTMENT MGMT Service code 21 · EIN 35-1076581 | Bank Trustee | $25,062 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $16,564 |
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $12,180 |
POSTLETHWAITE & NETTERVILLE3+ years Service code 10 · EIN 72-1202441 | Accounting | $11,340 |
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 | $202,063 | $155,795+29.7% | $136,294+48.3% | $69,631+190.2% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 18.51% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $5,339 | $2,991+78.5% | $4,695+13.7% | $2,032+162.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $210 | $128+63.4% | $9,243-97.7% | $110+89.8% |