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 | $25,150 |
PRAIRIE CAPITAL ADVISORS4+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $16,566 |
NYHART4+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $12,800 |
POSTLETHWAITE & NETTERVILLE4+ years Service code 10 · EIN 72-1202441 | Accounting | $11,000 |
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 | $192,752 | $75,388+155.7% | $123,544+56.0% | $55,725+245.9% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.3%+17.1pp | 70.9%+28.5pp |
| Annual return | 15.33% | 4.48%+10.8pp | 119.20%-103.9pp | 244.93%-229.6pp |
| Employer contribution / active EE | $5,679 | $3,063+85.4% | $4,628+22.7% | $2,078+173.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $185 | $120+54.1% | $9,284-98.0% | $115+60.2% |