Filed March 29, 2008 (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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $111,024 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $95,942 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $69,030 |
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 | $78,571 | $105,247-25.3% | $87,100-9.8% | $77,787+1.0% |
| Participation rate | 98.1% | 85.8%+12.3pp | 76.9%+21.2pp | 73.2%+24.9pp |
| Annual return | 21.30% | 24.52%-3.2pp | 28.19%-6.9pp | 32.57%-11.3pp |
| Employer contribution / active EE | $1,245 | $2,895-57.0% | $2,521-50.6% | $2,504-50.3% |
| Participant deferral / active EE | $3,222 | $5,060-36.3% | $4,049-20.4% | $3,967-18.8% |
| Admin fee / account holder | $142 | $104+36.0% | $7,497-98.1% | $100+42.0% |