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 LLP2+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $29,104 |
ROWLEY & COMPANY, LLP1 year 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 | $57,249 | $65,820-13.0% | $108,745-47.4% | $57,658-0.7% |
| Participation rate | 87.9% | 72.7%+15.2pp | 77.7%+10.2pp | 70.2%+17.7pp |
| Annual return | 48.83% | 21.32%+27.5pp | 46.22%+2.6pp | 5.13%+43.7pp |
| Employer contribution / active EE | $965 | $2,285-57.8% | $3,323-71.0% | $1,974-51.1% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $64 | $91-29.8% | $6,144-99.0% | $95-32.3% |