Filed July 1, 2013 (most recent of 4 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 |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $56,723 |
PRAIRIE CAPITAL ADVISORS2+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 3715 NORTHSIDE PARKWAY · ATLANTA, GA 30327 | Valuation (appraisals, etc.) | $23,649 |
JAMES A. REICHERT2+ years Filed as: JAMES R. URBACH, ESQ. Service code 20 URBACH LAW GROUP · ORANGE PARK, FL 32003 | Trustee (individual) | $22,426 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,321 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $17,250 |
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 | $33,737 | $54,392-38.0% | $84,750-60.2% | $63,975-47.3% |
| Participation rate | 98.8% | 76.9%+22.0pp | 76.6%+22.2pp | 71.1%+27.7pp |
| Annual return | -4.50% | 611.38%-615.9pp | 22.78%-27.3pp | 48.65%-53.2pp |
| Employer contribution / active EE | $2,989 | $2,943+1.6% | $3,574-16.4% | $2,182+37.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $109 | $136-19.8% | $5,332-98.0% | $70+54.7% |