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 | $481,414 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $425,394 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER Service code 29 · EIN 43-0602162 | Legal | $138,271 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $76,000 |
Filed as: MAYER HOFFMAN MCCANN P.C Service code 10 · EIN 34-1846498 | Accounting | $44,500 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $32,760 |
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 | $126,367 | $124,049+1.9% | $95,952+31.7% | $93,223+35.6% |
| Participation rate | 94.7% | 88.4%+6.3pp | 77.1%+17.6pp | 74.9%+19.8pp |
| Annual return | 14.74% | 22.17%-7.4pp | 91.61%-76.9pp | 19.29%-4.5pp |
| Employer contribution / active EE | $4,430 | $3,478+27.4% | $2,541+74.3% | $2,680+65.3% |
| Participant deferral / active EE | $7,005 | $6,147+14.0% | $4,167+68.1% | $4,563+53.5% |
| Admin fee / account holder | $128 | $73+76.0% | $6,795-98.1% | $79+61.6% |