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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $18,637 |
HOPKINS & HOWARD, P.C.8+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $11,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,959 | $86,897-18.3% | $151,611-53.2% | $64,808+9.5% |
| Participation rate | 95.8% | 87.3%+8.5pp | 87.5%+8.3pp | 71.5%+24.3pp |
| Annual return | 4.61% | -3.57%+8.2pp | 3.33%+1.3pp | 32.82%-28.2pp |
| Employer contribution / active EE | $4,693 | $4,010+17.0% | $6,166-23.9% | $2,506+87.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $39 | $153-74.3% | $11,616-99.7% | $188-79.1% |