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 | $511,378 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $403,944 |
BRYAN CAVE LLP5+ years Service code 29 · EIN 43-0602162 | Legal | $122,817 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $71,250 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $34,800 |
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 | $107,094 | $117,238-8.7% | $87,100+23.0% | $82,204+30.3% |
| Participation rate | 92.9% | 87.2%+5.6pp | 76.9%+16.0pp | 73.4%+19.5pp |
| Annual return | 30.33% | 25.80%+4.5pp | 28.19%+2.1pp | 26.31%+4.0pp |
| Employer contribution / active EE | $3,656 | $3,535+3.4% | $2,521+45.0% | $2,707+35.0% |
| Participant deferral / active EE | $6,245 | $5,976+4.5% | $4,049+54.3% | $4,246+47.1% |
| Admin fee / account holder | $112 | $81+38.1% | $7,497-98.5% | $76+48.5% |