Filed March 22, 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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 6 CITYPLACE DR STE 900 · ST LOUIS, MO 631417194 | Accounting | $15,900 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $7,611 |
TIAA1 year Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $515 |
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 | $166,629 | $60,795+174.1% | $69,455+139.9% | $65,185+155.6% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 5.25% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $4,900 | $2,452+99.8% | $2,779+76.3% | $2,177+125.1% |
| Participant deferral / active EE | $4,917 | $3,162+55.5% | $3,535+39.1% | $3,514+39.9% |
| Admin fee / account holder | $78 | $314-75.1% | $3,839-98.0% | $847-90.8% |