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 |
|---|---|---|
WATKINS ROSS3+ years Filed as: WATKINS ROSS AND CO Service code 15 · EIN 38-1477362 | Recordkeeping | $25,686 |
PRAIRIE CAPITAL ADVISORS2 years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $19,081 |
TUCKER ELLIS LLP2 years Service code 29 · EIN 20-0073899 | Legal | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,856 | $64,909+56.9% | $82,313+23.7% | $62,292+63.5% |
| Participation rate | 96.4% | 74.9%+21.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 26.83% | 21.18%+5.7pp | 25.88%+1.0pp | 28.90%-2.1pp |
| Employer contribution / active EE | $2,589 | $1,676+54.5% | $2,428+6.6% | $2,042+26.8% |
| Participant deferral / active EE | $4,493 | $3,103+44.8% | $3,706+21.2% | $3,169+41.8% |
| Admin fee / account holder | $197 | $440-55.2% | $5,608-96.5% | $479-58.9% |