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 | $897,787 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $585,116 |
BRYAN CAVE LLP9+ years Service code 16 · EIN 43-0602162 | Consulting | $279,813 |
Service code 16 · EIN 23-0731260 | Consulting | $45,057 |
COOK STREET CONSULTING7 years Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $40,919 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,041 |
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 | $140,500 | $161,802-13.2% | $96,544+45.5% | $96,393+45.8% |
| Participation rate | 92.7% | 92.5%+0.2pp | 76.0%+16.7pp | 71.3%+21.4pp |
| Annual return | 35.23% | 18.41%+16.8pp | 25.84%+9.4pp | 22.88%+12.4pp |
| Employer contribution / active EE | $5,306 | $5,381-1.4% | $2,965+78.9% | $3,238+63.8% |
| Participant deferral / active EE | $7,724 | $8,927-13.5% | $4,851+59.2% | $5,455+41.6% |
| Admin fee / account holder | $81 | $61+33.4% | $8,252-99.0% | $74+10.0% |