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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $209,589 |
COOK STREET CONSULTING9 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $34,250 |
PRAIRIE CAPITAL ADVISORS9 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $29,469 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $25,000 |
Filed as: MORGAN STANLEY Service code 27 · EIN 84-0854432 | Advisory (Plan) | $11,759 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,455 | $119,446+18.4% | $150,045-5.7% | $85,563+65.3% |
| Participation rate | 97.6% | 75.4%+22.2pp | 82.3%+15.3pp | 66.0%+31.6pp |
| Annual return | 7.59% | 23.72%-16.1pp | 62.55%-55.0pp | 31.51%-23.9pp |
| Employer contribution / active EE | $17,180 | $4,078+321.3% | $4,693+266.1% | $2,654+547.4% |
| Participant deferral / active EE | $10,071 | $7,985+26.1% | $7,997+25.9% | $4,375+130.2% |
| Admin fee / account holder | $211 | $548-61.5% | $13,435-98.4% | $834-74.7% |