Filed July 27, 2006 (most recent of 2 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 |
|---|---|---|
BRYAN CAVE LLP2+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $51,801 |
ROWLEY & COMPANY, LLP1+ years Service code 10 · EIN 35-1866709 | Accounting | $6,428 |
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 | $57,675 | $65,820-12.4% | $108,745-47.0% | $57,6580% |
| Participation rate | 77.4% | 72.7%+4.7pp | 77.7%-0.2pp | 70.2%+7.2pp |
| Annual return | 27.11% | 21.32%+5.8pp | 46.22%-19.1pp | 5.13%+22.0pp |
| Employer contribution / active EE | $1,227 | $2,285-46.3% | $3,323-63.1% | $1,974-37.9% |
| Participant deferral / active EE | $2,782 | $3,578-22.2% | $5,121-45.7% | $3,061-9.1% |
| Admin fee / account holder | $101 | $91+11.3% | $6,144-98.3% | $95+7.3% |