Filed June 14, 2006 (most recent of 4 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,027,657 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $630,773 |
BRYAN CAVE LLP4 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $333,670 |
COOK STREET CONSULTING8 years Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $42,147 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,683 |
Form 5500 reported that benefits due were not provided when due.
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 | $147,963 | $178,759-17.2% | $102,423+44.5% | $106,382+39.1% |
| Participation rate | 91.3% | 91.3%0pp | 76.5%+14.8pp | 69.9%+21.4pp |
| Annual return | 16.97% | 17.23%-0.3pp | 29.32%-12.4pp | 17.37%-0.4pp |
| Employer contribution / active EE | $5,561 | $5,750-3.3% | $3,023+83.9% | $3,364+65.3% |
| Participant deferral / active EE | $7,982 | $9,466-15.7% | $5,053+58.0% | $5,569+43.3% |
| Admin fee / account holder | $84 | $62+35.7% | $9,451-99.1% | $79+6.4% |