Filed January 5, 2009
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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS9 years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $40,312 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,615 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $36,037 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,495 | $88,890+77.2% | $102,423+53.8% | $77,643+102.8% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 38.31% | 24.98%+13.3pp | 29.32%+9.0pp | 31.24%+7.1pp |
| Employer contribution / active EE | $3,615 | $2,698+34.0% | $3,023+19.6% | $2,726+32.6% |
| Participant deferral / active EE | $6,447 | $5,145+25.3% | $5,053+27.6% | $4,647+38.7% |
| Admin fee / account holder | $266 | $235+13.0% | $9,451-97.2% | $430-38.2% |