Filed August 12, 2011
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 |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 99 · EIN 54-1172176 17335 GOLF PARKWAY · BROOKFIELD, WI 53045 | Other Fees | $13,000 |
SIKICH LLP10+ years Service code 99 · EIN 36-3168081 PO BOX 71177 · CHICAGO, IL 60694 | Other Fees | $6,525 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1540 W MAIN AVE STE B7 · DE PERE, WI 54115 | Contract Administrator | $5,899 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,263 |
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 | $57,501 | $78,485-26.7% | $106,213-45.9% | $74,495-22.8% |
| Participation rate | 72.8% | 72.8%0pp | 75.3%-2.5pp | 67.2%+5.6pp |
| Annual return | 15.25% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,791 | $2,523-29.0% | $3,171-43.5% | $2,623-31.7% |
| Participant deferral / active EE | $3,809 | $4,322-11.9% | $5,016-24.1% | $4,346-12.4% |
| Admin fee / account holder | $128 | $2,232-94.3% | $11,033-98.8% | $1,942-93.4% |