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 | $377,706 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $351,823 |
BRYAN CAVE LLP4+ years Service code 29 · EIN 43-0602162 | Legal | $90,785 |
Filed as: CBIZ MHM Service code 10 · EIN 43-1947695 | Accounting | $72,180 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $57,000 |
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 | $90,409 | $96,261-6.1% | $76,768+17.8% | $68,904+31.2% |
| Participation rate | 92.7% | 87.0%+5.8pp | 77.0%+15.8pp | 74.1%+18.6pp |
| Annual return | -3.14% | -0.85%-2.3pp | 2.43%-5.6pp | 1.07%-4.2pp |
| Employer contribution / active EE | $3,777 | $3,303+14.4% | $2,485+52.0% | $2,540+48.7% |
| Participant deferral / active EE | $6,108 | $5,537+10.3% | $3,852+58.6% | $4,015+52.1% |
| Admin fee / account holder | $98 | $73+33.8% | $6,675-98.5% | $71+36.8% |