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 LLP3+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $29,967 |
JAMES A. REICHERT3+ years Filed as: JAMES R. URBACH, ESQ. Service code 20 URBACH LAW GROUP · ORANGE PARK, FL 32003 | Trustee (individual) | $24,119 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 3715 NORTHSIDE PARKWAY · ATLANTA, GA 30327 | Valuation (appraisals, etc.) | $24,098 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,302 | $221,442-81.3% | $92,233-55.2% | $77,958-47.0% |
| Participation rate | 97.7% | 79.6%+18.1pp | 76.5%+21.2pp | 71.6%+26.0pp |
| Annual return | 28.85% | 15.65%+13.2pp | 176.28%-147.4pp | 20.87%+8.0pp |
| Employer contribution / active EE | $2,536 | $3,226-21.4% | $3,679-31.1% | $2,310+9.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $210-63.7% | $5,194-98.5% | $97-21.9% |