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 BANK4+ years Service code 21 · EIN 43-6334070 | Bank Trustee | $167,095 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $151,430 |
Filed as: LOCKTON Service code 22 · EIN 20-8874282 | Insurance Broker | $77,523 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $15,000 |
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.
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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -4.01% | 8.57%-12.6pp | -0.41%-3.6pp | 33.37%-37.4pp |
| Employer contribution / active EE | $1,981 | $3,885-49.0% | $15,396-87.1% | $11,253-82.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |