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, LLP2 years Filed as: FORVIS, LLP Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $20,448 |
HOPKINS & HOWARD, P.C.9+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $12,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,168 | $100,227-35.0% | $169,993-61.7% | $74,419-12.4% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | -4.08% | 66.08%-70.2pp | 53.37%-57.5pp | 34.38%-38.5pp |
| Employer contribution / active EE | $5,248 | $4,263+23.1% | $6,785-22.7% | $2,637+99.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $46 | $234-80.6% | $12,815-99.6% | $348-86.9% |