Filed February 26, 2004
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $853,930 |
KUTAK ROCK LLP5 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $181,980 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,938 |
WIPFLI LLP9+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $42,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,709 | $36,953+48.1% | $80,569-32.1% | $96,393-43.2% |
| Participation rate | 17.8% | 33.6%-15.8pp | 67.0%-49.2pp | 71.3%-53.5pp |
| Annual return | 17.29% | 36.74%-19.5pp | 935.43%-918.1pp | 22.88%-5.6pp |
| Employer contribution / active EE | $232 | $774-70.1% | $2,723-91.5% | $3,238-92.8% |
| Participant deferral / active EE | $1,305 | $1,941-32.8% | $4,447-70.7% | $5,455-76.1% |
| Admin fee / account holder | $112 | $115-2.5% | $5,377-97.9% | $74+51.8% |