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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $124,672 |
COOK STREET CONSULTING3 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $38,532 |
PRAIRIE CAPITAL ADVISORS3 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $18,400 |
EKS&H LLLP3 years Filed as: EKS&H LLP Service code 10 · EIN 46-1497033 | Accounting | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,854 | $88,122+20.1% | $141,162-25.0% | $67,579+56.6% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 6.22% | 75.40%-69.2pp | 71.39%-65.2pp | 378.56%-372.3pp |
| Employer contribution / active EE | $3,612 | $3,224+12.0% | $4,735-23.7% | $2,148+68.2% |
| Participant deferral / active EE | $7,906 | $5,958+32.7% | $6,709+17.8% | $3,539+123.4% |
| Admin fee / account holder | $243 | $131+85.5% | $10,261-97.6% | $142+70.6% |