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, PC2 years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 6 CITYPLACE DR STE 900 · ST LOUIS, MO 631417194 | Accounting | $11,950 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $9,089 |
TIAA2 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $163 |
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 | $172,605 | $65,322+164.2% | $70,449+145.0% | $73,488+134.9% |
| Participation rate | 98.8% | 77.0%+21.9pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 4.31% | 15.71%-11.4pp | 109.03%-104.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $5,191 | $2,460+111.0% | $2,737+89.7% | $2,270+128.7% |
| Participant deferral / active EE | $5,039 | $3,375+49.3% | $3,709+35.9% | $3,740+34.8% |
| Admin fee / account holder | $67 | $214-68.6% | $3,845-98.2% | $513-86.9% |