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 |
|---|---|---|
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $58,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,272 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $38,000 |
CANTERBURY CONSULTING1 year Service code 16 · EIN 33-0307982 | Consulting | $24,125 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,459 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,959 | $80,211+14.6% | $74,183+24.0% | $63,975+43.7% |
| Participation rate | 92.4% | 84.2%+8.2pp | 76.6%+15.8pp | 71.1%+21.3pp |
| Annual return | 40.65% | 14.13%+26.5pp | 17.74%+22.9pp | 48.65%-8.0pp |
| Employer contribution / active EE | $2,917 | $2,553+14.2% | $2,370+23.1% | $2,182+33.7% |
| Participant deferral / active EE | $3,865 | $4,370-11.6% | $3,550+8.9% | $3,356+15.2% |
| Admin fee / account holder | $81 | $67+20.0% | $5,586-98.6% | $70+14.5% |