Filed November 3, 2011 (most recent of 2 filings on file)
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 CAPITAL MANAGEMENT LLC Service code 27 11670 FOUNTAINS DRIVE, SUITE 200 · MAPLE GROVE, MN 55369 | Advisory (Plan) | $13,313 |
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $6,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,452 | $46,732+57.2% | $156,549-53.1% | $55,167+33.1% |
| Participation rate | 62.8% | 65.8%-3.0pp | 84.0%-21.2pp | 69.0%-6.2pp |
| Annual return | 8.36% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $684 | $2,105-67.5% | $5,501-87.6% | $1,963-65.1% |
| Participant deferral / active EE | $3,578 | $2,204+62.3% | $4,871-26.5% | $3,054+17.2% |
| Admin fee / account holder | $283 | $418-32.3% | $13,027-97.8% | $504-43.8% |