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 LLP3+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $39,476 |
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.
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 | $43,123 | $68,544-37.1% | $115,752-62.7% | $69,631-38.1% |
| Participation rate | 93.1% | 74.0%+19.2pp | 77.8%+15.3pp | 70.7%+22.4pp |
| Annual return | 0.30% | 20.97%-20.7pp | 19.41%-19.1pp | 27571.02%-27570.7pp |
| Employer contribution / active EE | $985 | $2,400-59.0% | $3,492-71.8% | $2,032-51.5% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $73 | $90-18.9% | $6,278-98.8% | $110-33.7% |