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 8-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 LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $27,200 |
ROWLEY & COMPANY, LLP1+ years Filed as: ROWLEY BUSHUE & COMPANY, LLP Service code 10 · EIN 35-1866709 | Accounting | $6,123 |
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 | $48,710 | $57,435-15.2% | $105,218-53.7% | $55,191-11.7% |
| Participation rate | 88.6% | 71.3%+17.2pp | 77.2%+11.3pp | 69.2%+19.4pp |
| Annual return | 7.99% | 2.97%+5.0pp | 5.33%+2.7pp | 10.78%-2.8pp |
| Employer contribution / active EE | $989 | $1,920-48.5% | $3,255-69.6% | $1,899-47.9% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $74 | $70+5.5% | $6,992-98.9% | $91-18.2% |