Filed December 28, 2012
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 4300 EAST 53RD ST, STE 300 · DAVENPORT, IA 52807 | Advisory (Plan) | $16,509 |
ESOP PARTNERS LLC11+ years Service code 64 · EIN 20-5396546 3701 E EVERGREEN DR SUITE 600 · APPLETON, WI 54913 | Recordkeeping Fees | $0 |
PRAIRIE CAPITAL ADVISORS11+ years Service code 34 · EIN 36-4072641 OAKBROOK TERRACE TOWER · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,591 | $87,870+283.1% | $113,168+197.4% | $74,304+353.0% |
| Participation rate | 98.7% | 70.7%+28.0pp | 76.6%+22.2pp | 60.3%+38.4pp |
| Annual return | 15.27% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,344 | $2,277+90.8% | $2,975+46.0% | $2,241+93.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $54 | $3,368-98.4% | $12,068-99.6% | $2,969-98.2% |