Filed August 6, 2001
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 |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $131,987 |
COOK STREET CONSULTING2 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $37,410 |
PRAIRIE CAPITAL ADVISORS2 years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $22,651 |
EKS&H LLLP2 years Filed as: EKS&H LLP Service code 10 · EIN 46-1497033 | Accounting | $15,531 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,936 | $75,388+33.9% | $123,544-18.3% | $55,725+81.1% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | 8.29% | 4.48%+3.8pp | 119.20%-110.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $3,677 | $3,063+20.0% | $4,628-20.5% | $2,078+76.9% |
| Participant deferral / active EE | $7,984 | $5,651+41.3% | $6,426+24.3% | $3,356+137.9% |
| Admin fee / account holder | $262 | $120+118.9% | $9,284-97.2% | $115+127.5% |