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 LLP4+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $144,386 |
PRAIRIE CAPITAL ADVISORS4+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 3715 NORTHSIDE PARKWAY · ATLANTA, GA 30327 | Valuation (appraisals, etc.) | $25,347 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $7,000 |
JAMES A. REICHERT4+ years Filed as: JAMES R. URBACH, ESQ. Service code 20 URBACH LAW GROUP · ORANGE PARK, FL 32003 | Trustee (individual) | $5,175 |
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 | $37,164 | $60,396-38.5% | $83,848-55.7% | $75,289-50.6% |
| Participation rate | 98.2% | 80.7%+17.5pp | 76.1%+22.1pp | 72.4%+25.8pp |
| Annual return | -7.75% | 3.84%-11.6pp | 850.88%-858.6pp | -0.04%-7.7pp |
| Employer contribution / active EE | $3,242 | $3,343-3.0% | $3,631-10.7% | $2,405+34.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $154 | $141+9.3% | $5,478-97.2% | $102+50.9% |