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, LLP5+ years Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $16,250 |
HOPKINS & HOWARD, P.C.5+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,826 | $88,515-34.7% | $162,163-64.3% | $67,579-14.4% |
| Participation rate | 96.9% | 86.8%+10.1pp | 87.6%+9.3pp | 71.3%+25.6pp |
| Annual return | 5.78% | 27.04%-21.3pp | 115.59%-109.8pp | 378.56%-372.8pp |
| Employer contribution / active EE | $3,967 | $3,563+11.3% | $5,614-29.3% | $2,148+84.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $40 | $124-67.7% | $10,843-99.6% | $142-71.9% |