Filed January 6, 2006
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 |
|---|---|---|
COMMERCE BANK1+ years Service code 21 · EIN 43-6334070 | Bank Trustee | $197,102 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $115,338 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $20,400 |
BRYAN CAVE LLP1+ years Filed as: BRYAN CAVE, LLC Service code 29 · EIN 43-0602162 | Legal | $3,931 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -1.79% | -1.77%0pp | -0.97%-0.8pp | 1.67%-3.5pp |
| Employer contribution / active EE | $33,011 | $14,084+134.4% | $22,441+47.1% | $10,506+214.2% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |