Filed April 11, 2007 (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 with Solo.
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See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LLC Service code 29 | Legal | $42,291 |
ENTERPRISE BANK & TRUST10+ years Filed as: ENTERPRISE TRUST COMPANY Service code 27 · EIN 43-1472619 | Advisory (Plan) | $40,036 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
MILLIMAN, INC.1 year Service code 11 | Actuarial | $4,620 |
Filed as: OCTOBER 3 CONSULTING Service code 17 | Pension Consulting | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 44.0%-44.0pp |
| Annual return | -14.35% | 7.45%-21.8pp | 8.09%-22.4pp | 13.05%-27.4pp |
| Employer contribution / active EE | $0 | $34,795-100.0% | $28,732-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |