Filed April 18, 2013 (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 |
|---|---|---|
BKD, LLP3+ years Service code 10 · EIN 44-0160260 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $15,389 |
HOPKINS & HOWARD, P.C.3+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,086 | $81,537-48.4% | $149,718-71.9% | $69,631-39.6% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.1%+9.3pp | 70.7%+25.7pp |
| Annual return | 37.09% | 22.79%+14.3pp | 1501.63%-1464.5pp | 27571.02%-27533.9pp |
| Employer contribution / active EE | $3,132 | $3,239-3.3% | $5,445-42.5% | $2,032+54.1% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $40 | $107-62.6% | $11,283-99.6% | $110-63.8% |