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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $177,803 |
PRAIRIE CAPITAL ADVISORS6 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $53,449 |
COOK STREET CONSULTING6 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $42,105 |
SHERMAN & HOWARD2 years Filed as: SHERMAN & HOWARD, L.L.C. Service code 29 · EIN 84-0420314 | Legal | $32,699 |
Service code 27 1550 17TH STREET, SUITE 500 · DENVER, CO 80202 | Advisory (Plan) | $22,111 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $7,850 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 27 P. O. BOX 864084 · ORLANDO, FL 32886 | Advisory (Plan) | $7,237 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,074 | $82,202+52.2% | $125,339-0.2% | $64,808+93.0% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | 7.86% | 3.48%+4.4pp | 572.05%-564.2pp | 32.82%-25.0pp |
| Employer contribution / active EE | $3,980 | $3,615+10.1% | $4,814-17.3% | $2,506+58.8% |
| Participant deferral / active EE | $9,223 | $7,175+28.5% | $7,446+23.9% | $4,310+114.0% |
| Admin fee / account holder | $318 | $163+94.7% | $10,010-96.8% | $188+69.3% |