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 LLP5+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $86,140 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $27,772 |
PRAIRIE CAPITAL ADVISORS5+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 3715 NORTHSIDE PARKWAY · ATLANTA, GA 30327 | Valuation (appraisals, etc.) | $27,409 |
ESOP FIDUCIARIES1 year Filed as: ESOP FIDUCIARY Service code 20 · EIN 82-1679944 1690 ATLANTIC BEACH DR · ATLANTIC BEACH, FL 32233 | Trustee (individual) | $24,550 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $18,500 |
Filed as: OVERTURE ALLIANCE Service code 17 · EIN 82-4815659 233 SUNSET AVENUE · LA GRANGE, IA 60525 | Pension Consulting | $9,500 |
MILLENIUM TRUST COMPANY1 year Service code 21 · EIN 36-4400066 2001 SPRING RD · OAK BROOK, IL 60523 | Bank Trustee | $8,365 |
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 | $41,978 | $66,051-36.4% | $92,893-54.8% | $77,787-46.0% |
| Participation rate | 99.3% | 81.0%+18.3pp | 76.0%+23.3pp | 73.2%+26.1pp |
| Annual return | 11.34% | 20.69%-9.4pp | 109.41%-98.1pp | 32.57%-21.2pp |
| Employer contribution / active EE | $3,085 | $3,426-9.9% | $3,653-15.5% | $2,504+23.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $69 | $148-53.4% | $5,794-98.8% | $100-31.2% |