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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $153,172 |
COOK STREET CONSULTING4 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $39,688 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $29,919 |
PRAIRIE CAPITAL ADVISORS4 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $11,125 |
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 | $92,649 | $100,801-8.1% | $149,696-38.1% | $73,409+26.2% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 0.80% | 265.34%-264.5pp | 276.60%-275.8pp | 59.29%-58.5pp |
| Employer contribution / active EE | $4,407 | $3,312+33.1% | $4,644-5.1% | $2,234+97.3% |
| Participant deferral / active EE | $7,730 | $6,404+20.7% | $6,842+13.0% | $3,805+103.1% |
| Admin fee / account holder | $238 | $181+31.7% | $9,309-97.4% | $158+50.9% |