Filed January 6, 2009 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS8 years Filed as: PRARIE CAPITAL ADVISORS Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $33,180 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $26,606 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $19,400 |
Employer contribution per participant 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 | $178,667 | $119,446+49.6% | $150,045+19.1% | $85,563+108.8% |
| Participation rate | 99.5% | 75.4%+24.1pp | 82.3%+17.2pp | 66.0%+33.6pp |
| Annual return | 21.43% | 23.72%-2.3pp | 62.55%-41.1pp | 31.51%-10.1pp |
| Employer contribution / active EE | $95 | $4,078-97.7% | $4,693-98.0% | $2,654-96.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $106 | $548-80.6% | $13,435-99.2% | $834-87.3% |