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, LLP4+ years Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $15,869 |
HOPKINS & HOWARD, P.C.4+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $11,000 |
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 | $54,782 | $80,005-31.5% | $140,016-60.9% | $55,725-1.7% |
| Participation rate | 96.0% | 87.0%+9.0pp | 87.5%+8.5pp | 70.9%+25.1pp |
| Annual return | 30.10% | 0.46%+29.6pp | 651.12%-621.0pp | 244.93%-214.8pp |
| Employer contribution / active EE | $3,703 | $3,403+8.8% | $5,606-33.9% | $2,078+78.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $42 | $116-63.6% | $10,705-99.6% | $115-63.4% |