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 LLP3+ years Filed as: SIKICH CAPITAL MANAGEMENT LLC Service code 27 11670 FOUNTAINS DRIVE, SUITE 200 · MAPLE GROVE, MN 55369 | Advisory (Plan) | $14,657 |
Filed as: OLSEN THIELEN & CO., INC. Service code 10 · EIN 41-1678253 | Accounting | $8,350 |
UNIFIED TRUST COMPANY, N.A.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $5,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,677 | $55,453+20.2% | $170,442-60.9% | $62,292+7.0% |
| Participation rate | 65.4% | 66.4%-1.0pp | 83.6%-18.2pp | 69.5%-4.1pp |
| Annual return | 13.15% | 21.38%-8.2pp | 205.93%-192.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $242 | $2,164-88.8% | $5,433-95.5% | $2,042-88.1% |
| Participant deferral / active EE | $3,537 | $2,303+53.6% | $4,939-28.4% | $3,169+11.6% |
| Admin fee / account holder | $266 | $455-41.6% | $13,880-98.1% | $479-44.6% |