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 ADVISORS1 year Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $30,876 |
KRIEG DEVAULT LLP1 year Filed as: KRIEG DEVAULT Service code 17 · EIN 35-1055087 | Pension Consulting | $19,488 |
WATKINS ROSS2+ years Filed as: WATKINS ROSS AND CO Service code 15 · EIN 38-1477362 | Recordkeeping | $16,962 |
TUCKER ELLIS LLP1 year Service code 29 · EIN 20-0073899 | Legal | $9,543 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,970 | $60,165+39.6% | $74,183+13.2% | $55,167+52.2% |
| Participation rate | 98.1% | 74.2%+23.9pp | 76.6%+21.5pp | 69.0%+29.1pp |
| Annual return | 25.11% | 10.00%+15.1pp | 17.74%+7.4pp | 169.23%-144.1pp |
| Employer contribution / active EE | $2,462 | $1,600+53.9% | $2,370+3.9% | $1,963+25.4% |
| Participant deferral / active EE | $4,143 | $2,973+39.4% | $3,550+16.7% | $3,054+35.7% |
| Admin fee / account holder | $288 | $419-31.4% | $5,586-94.8% | $504-42.9% |