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 LLP6+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $23,632 |
ESOP FIDUCIARIES2 years Filed as: ESOP FIDUCIARY Service code 20 · EIN 82-1679944 1690 ATLANTIC BEACH DR · ATLANTIC BEACH, FL 32233 | Trustee (individual) | $22,959 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $15,954 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $14,000 |
APPLIED ECONOMICS1 year Service code 34 · EIN 58-2513171 400 GALLERIA PARKWAY · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $13,539 |
MILLENIUM TRUST COMPANY2 years Service code 21 · EIN 36-4400066 2001 SPRING RD · OAK BROOK, IL 60523 | Bank Trustee | $0 |
Filed as: OVERTURE ALLIANCE Service code 17 · EIN 82-4815659 233 SUNSET AVENUE · LA GRANGE, IA 60525 | Pension Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,700 | $81,719-45.3% | $101,248-55.9% | $90,288-50.5% |
| Participation rate | 98.6% | 80.7%+17.9pp | 75.8%+22.8pp | 73.4%+25.2pp |
| Annual return | 11.63% | 337.64%-326.0pp | 46.47%-34.8pp | 53.97%-42.3pp |
| Employer contribution / active EE | $3,138 | $3,622-13.4% | $3,660-14.3% | $2,524+24.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-100.0% |