Filed August 5, 1994
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 |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 13 PO BOX 2202 · SPRINGFIELD, MO 658012202 | Contract Administrator | $29,505 |
EQUITY SERVICES INC10+ years Filed as: EQUITY SOLUTIONS, LLC Service code 34 19546 METCALF, SUITE C · STILLWELL, KS 66085 | Valuation (appraisals, etc.) | $8,603 |
THE WHITLOCK COMPANY10+ years Filed as: WHITLOCK COMPANY LLP Service code 10 3271 E BATTLEFIELD STREET · SPRINGFIELD, MO 65804 | Accounting | $7,550 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP Service code 52 · EIN 95-6817943 | Indirect Investment Fees | $4,423 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,145 | $89,248+7.7% | $136,007-29.3% | $74,546+29.0% |
| Participation rate | 96.0% | 69.4%+26.6pp | 76.5%+19.6pp | 67.2%+28.8pp |
| Annual return | 9.19% | 22.76%-13.6pp | 579.32%-570.1pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $3,033 | $2,838+6.9% | $4,215-28.0% | $2,624+15.6% |
| Participant deferral / active EE | $2,775 | $4,598-39.7% | $7,024-60.5% | $4,347-36.2% |
| Admin fee / account holder | $156 | $1,545-89.9% | $6,858-97.7% | $1,944-92.0% |