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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $160,727 |
COOK STREET CONSULTING5 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $40,879 |
SHERMAN & HOWARD1 year Filed as: SHERMAN & HOWARD, L.L.C. Service code 29 · EIN 84-0420314 | Legal | $35,970 |
PRAIRIE CAPITAL ADVISORS5 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $19,030 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $17,000 |
Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,931 | $104,317+14.0% | $159,436-25.4% | $86,799+37.0% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.8%+15.0pp | 72.3%+25.5pp |
| Annual return | 37.71% | 26.32%+11.4pp | 263.57%-225.9pp | 97.91%-60.2pp |
| Employer contribution / active EE | $5,717 | $3,451+65.7% | $4,829+18.4% | $2,405+137.7% |
| Participant deferral / active EE | $8,561 | $6,837+25.2% | $7,352+16.4% | $4,131+107.2% |
| Admin fee / account holder | $254 | $172+47.7% | $10,799-97.6% | $170+50.0% |