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 LLP3+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $70,834 |
ROWLEY & COMPANY, LLP2+ years Service code 10 · EIN 35-1866709 | Accounting | $7,193 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,335 | $68,544-16.4% | $115,752-50.5% | $69,631-17.7% |
| Participation rate | 78.2% | 74.0%+4.2pp | 77.8%+0.4pp | 70.7%+7.5pp |
| Annual return | 10.61% | 20.97%-10.4pp | 19.41%-8.8pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $1,401 | $2,400-41.6% | $3,492-59.9% | $2,032-31.1% |
| Participant deferral / active EE | $3,059 | $3,887-21.3% | $5,204-41.2% | $3,224-5.1% |
| Admin fee / account holder | $118 | $90+30.2% | $6,278-98.1% | $110+6.5% |