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, LLP6+ years Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $17,021 |
HOPKINS & HOWARD, P.C.6+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $11,400 |
STEVENS & LEE1 year Service code 16 PO BOX 679 · READING, PA 19603 | Consulting | $396 |
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 | $60,005 | $111,608-46.2% | $177,821-66.3% | $73,409-18.3% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.1pp |
| Annual return | 2.54% | 18.23%-15.7pp | 48.32%-45.8pp | 59.29%-56.8pp |
| Employer contribution / active EE | $4,466 | $3,796+17.6% | $5,918-24.5% | $2,234+99.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $41 | $166-75.5% | $12,427-99.7% | $158-74.3% |