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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $203,414 |
COOK STREET CONSULTING8 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $44,669 |
PRAIRIE CAPITAL ADVISORS8 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $27,250 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $20,800 |
SHERMAN & HOWARD4 years Filed as: SHERMAN & HOWARD, L.L.C. Service code 29 · EIN 84-0420314 | Legal | $69 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,018 | $106,028+22.6% | $146,958-11.5% | $77,643+67.5% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.1pp |
| Annual return | 25.25% | 56.73%-31.5pp | 418.34%-393.1pp | 31.24%-6.0pp |
| Employer contribution / active EE | $6,281 | $4,063+54.6% | $4,933+27.3% | $2,726+130.4% |
| Participant deferral / active EE | $9,465 | $7,990+18.5% | $8,070+17.3% | $4,647+103.7% |
| Admin fee / account holder | $211 | $337-37.5% | $12,998-98.4% | $430-51.0% |